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 Instl in their Schedule of Assets, totaling $780K 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 | TECAN U.S., INC. TECAN U.S. INC. 401(K) PLAN | MORRISVILLE NC | 905 | $139.5M | $440K |
| 2 | LITTLE DIVERSIFIED ARCHITECTURAL CONSULTING, INC. LITTLE DIVERSIFIED ARCHITECTURAL CONSULTING, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 454 | $78.3M | $192K |
| 3 | BOWMAN AUTO GROUP, INC. |
CLARKSTON MI |
| 154 |
| $10.4M |
| $131K |
| 4 | LOMBARDO HOMES OF MICHIGAN LLC LOMBARDO 401(K) PLAN | SHELBY TOWNSHIP MI | 262 | $25.3M | $17K |
