Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Funds, Inc. Principal Real Estate Securities R6 Fund # in their Schedule of Assets, totaling $5.5M 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 | WORLD WILDLIFE FUND, INC. WORLD WILDLIFE FUND, INC. TAX DEFERRED PENSION PLAN | WASHINGTON DC DC | 748 | $232.6M | $2.8M |
| 2 | SYSMEX AMERICA INC SYSMEX AMERICA, INC. PROFIT SHARING AND 401(K) PLAN | LINCOLNSHIRE IL | 1,317 | $335.8M | $2.4M |
| 3 | 1ST UNITED CREDIT UNION |
PLEASANTON CA |
| 167 |
| $40.0M |
| $174K |
| 4 | JOE RIZZA DEALER GROUP RIZZA DEALER GROUP SALARY SAVINGS PLAN | ORLAND PARK IL | 287 | $15.7M | $53K |
| 5 | ST. JOHN'S COMMUNITY SERVICES ST. JOHN'S COMMUNITY SERVICES TAX SHELTERED ANNUITY PLAN | WASHINGTON DC | 1,017 | $8.0M | $34K |
