Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Financial Principal Real Estate Securities Fund R-6 in their Schedule of Assets, totaling $278K 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 | LMT ONSRUD LP LMT ONSRUD LP RETIREMENT SAVINGS PLAN | WAUKEGAN IL | 140 | $20.4M | $278K |
