Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Diversified Real Asset R6 Registered Investment Companies in their Schedule of Assets, totaling $2.1M 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 | BUCHALTER, A PROFESSIONAL CORPORATION BUCHALTER 401(K) PLAN | LOS ANGELES CA | 0 | $209.3M | $2.1M |
| 2 | WESTMINSTER UNIVERSITY WESTMINSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALT LAKE CITY UT | 597 | $86.7M | $5K |
