Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Diversified Real Asset Fund Institutional Class in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WATERS TECHNOLOGIES CORPORATION THE WATERS HEALTH CARE REIMBURSEMENT PLAN FOR RETIREES | MILFORD MA | 665 | $19.8M | $876K |
| 2 | HURON VALLEY RADIOLOGY, P.C. HURON VALLEY RADIOLOGY, P.C. EMPLOYEES' RETIREMENT SAVINGS PLAN | YPSILANTI MI | 96 | $92.0M | $789K |
| 3 | CALERES, INC. |
SAINT LOUIS MO |
| 2,280 |
| $276.5M |
| $774K |
| 4 | ALTURA COMMUNICATON SOLUTIONS, LLC ALTURA COMMUNICATION SOLUTIONS PENSION PLAN FOR CERTAIN UNION REPRESENTED EMPLOYEES | TULSA OK | 9 | $11.8M | $230K |
| 5 | BRADY TRANE SERVICE, INC. BRADY TRANE SERVICE, INC. 401(K) PLAN AND TRUST | GREENSBORO NC | 442 | $43.2M | $45K |
