Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Diversified Real Asset Institutional in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUNRUN INC. SUNRUN INC. 401(K) PLAN | SAN FRANCISCO CA | 9,452 | $366.3M | $3.7M |
| 2 | VDA, INC. VAN DEUSEN & ASSOCIATES, INC. 401(K) RETIREMENT PLAN | EAST HANOVER NJ | 401 | $25.2M | $375K |
| 3 | KARCHER NORTH AMERICA, INC KARCHER NORTH AMERICA, INC. 401(K) SAVINGS PLAN |
AURORA CO |
| 699 |
| $67.7M |
| $226K |
