Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds Inc. Principal Real Estate Securities R5 Fund in their Schedule of Assets, totaling $440K 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 | CARTER BLOODCARE CARTER BLOODCARE EMPLOYEE'S SAVINGS PLAN | BEDFORD TX | 1,017 | $61.2M | $432K |
| 2 | FIRST CALL HOME HEALTH, LLC FIRST CALL 401K PLAN | SALEM OR | 141 | $4.9M | $7K |
