Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Diversified Real Asset Inst Mutual fund in their Schedule of Assets, totaling $556K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VAIL SYSTEMS, INC. VAIL-VERSAY 401(K) PLAN | DEERFIELD IL | 260 | $43.1M | $328K |
| 2 | ALL ABOARD AMERICA! HOLDINGS, INC. ALL ABOARD AMERICA! HOLDINGS, INC. 401(K) PLAN | LAKEWOOD CO | 1,437 | $33.2M | $121K |
| 3 | FARWEST STEEL CORPORATION FARWEST STEEL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN |
EUGENE OR |
| 648 |
| $47.9M |
| $96K |
| 4 | NORTHERN MONTANA HOSPITAL NORTHERN MONTANA HOSPITAL 403(B) PLAN | HAVRE MT | 555 | $18.5M | $10K |
