Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Financial Services* Principal Real Estate Securities Institutional Fund in their Schedule of Assets, totaling $1.9M 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 | ALTO INGREDIENTS, INC. ALTO INGREDIENTS, INC. 401(K) PLAN | PEKIN IL | 434 | $80.2M | $1.9M |
