Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds Inc. Principal Diversified Real Asset Instl Fund in their Schedule of Assets, totaling $519K 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 | ANTI-DEFAMATION LEAGUE ANTI-DEFAMATION LEAGUE 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 478 | $58.6M | $519K |
