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 R6 Mutual fund in their Schedule of Assets, totaling $270K 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 | SCALED COMPOSITES, LLC SCALED COMPOSITES, LLC INCENTIVE SAVINGS PLAN | MOJAVE CA | 283 | $48.9M | $209K |
| 2 | CURTIS SQUIRE, INC. CURTIS SQUIRE, INC. RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 189 | $11.1M | $36K |
| 3 | NORTHWINDS TECHNOLOGY SOLUTIONS LLC NORTHWINDS TECHNOLOGY SOLUTIONS RETIREMENT PLAN |
STEVENS POINT WI |
| 232 |
| $57.7M |
| $19K |
| 4 | THE BONE & JOINT CENTER, P.C. THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 120 | $27.0M | $3K |
| 5 | CREGGER COMPANY, INC. CREGGER CO., INC. 401(K) | IRMO SC | 949 | $53.6M | $2K |
