Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Diversified Real Asset R6 in their Schedule of Assets, totaling $546K 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 | GAUSS MANAGEMENT RESEARCH AND ENGINEERING, INC. GMRE, INC. 401(K) PLAN | OGDEN UT | 276 | $17.5M | $118K |
| 2 | LEE ENTERPRISES, INC. LEE ENTERPRISES, INC. EMPLOYEES RETIREMENT ACCOUNT PLAN | DAVENPORT IA | 3,158 | $441.6M | $100K |
| 3 | STEFFES, LLC STEFFES EMPLOYEES' 401(K) PROFIT SHARING PLAN |
DICKINSON ND |
| 542 |
| $54.2M |
| $76K |
| 4 | KILLDEER MOUNTAIN MANUFACTURING, INC. KILLDEER MOUNTAIN MFG. 401K PROFIT SHARING PLAN | KILLDEER ND | 320 | $11.3M | $75K |
| 5 | MOSS BROS. AUTO GROUP, INC. MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN | MORENO VALLEY CA | 522 | $17.8M | $68K |
| 6 | PETROLEUM EXPERIENCE, INC. PETROLEUM EXPERIENCE, INC. 401K PROFIT SHARING PLAN | WILLISTON ND | 44 | $19.2M | $61K |
| 7 | MARTIN CONSTRUCTION, INC. MARTIN CONSTRUCTION PREVAILING WAGE RETIREMENT PLA | DICKINSON ND | 208 | $11.9M | $34K |
| 8 | OAKLAND HILLS COUNTRY CLUB OAKLAND HILLS COUNTRY CLUB NON UNION RETIREMENT PLAN | BLOOMFIELD HILLS MI | 165 | $7.4M | $14K |
