Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal* Diversified Real Asset in their Schedule of Assets, totaling $14.0M 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 | GRAYBAR ELECTRIC COMPANY, INC. GRAYBAR ELECTRIC COMPANY, INC. PENSION PLAN | ST. LOUIS MO | 3,125 | $525.4M | $10.0M |
| 2 | SOUTHERN ILLINOIS HOSPITAL SERVICES SOUTHERN ILLINOIS HEALTHCARE RETIREMENT SAVINGS PLAN | CARBONDALE IL | 4,119 | $399.3M | $1.8M |
| 3 | WELLMARK, INC. |
DES MOINES IA |
| 1,930 |
| $467.9M |
| $1.2M |
| 4 | ARCHER TECHNOLOGIES LLC ARCHER RETIREMENT PLAN | OVERLAND PARK KS | 380 | $65.4M | $480K |
| 5 | NATIONAL BUSINESS SUPPLY, INC. D/B/A NBS COMMERCIAL INTERIORS NBS RETIREMENT SAVINGS PLAN | TROY MI | 168 | $26.4M | $258K |
| 6 | ACOLAD, INC. ACOLAD RETIREMENT SAVINGS PLAN | HUDSON WI | 111 | $14.3M | $100K |
| 7 | SALUD FAMILY HEALTH, INC. SALUD FAMILY HEALTH EMPLOYEE CONTRIBUTION 403(B) PLAN | FORT LUPTON CO | 650 | $28.2M | $59K |
| 8 | INDIANA SYMPHONY SOCIETY, INC. INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN | INDIANAPOLIS IN | 151 | $13.9M | $48K |
| 9 | SALUD FAMILY HEALTH, INC. SALUD FAMILY HEALTH RETIREMENT PLAN | FORT LUPTON CO | 498 | $33.7M | $44K |
| 10 | DIPASQUA ENTERPRISES, INC. DIPASQUA ENTERPRISES, INC. SAVINGS PLAN | WINTER PARK FL | 211 | $8.1M | $36K |
