Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Financial Group Global Real Estate Securities Fund - Class R6 in their Schedule of Assets, totaling $64K 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 | SHERWOOD DESIGN ENGINEERS, LTD SHERWOOD DESIGN ENGINEERS 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 99 | $8.6M | $64K |
