Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Funds Inc Real Estate Secs Inst Fd in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JS&S (WATER HOLDINGS) INC. SWIRE WATER 401(K) RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 643 | $95.9M | $780K |
| 2 | RESTAURANT SERVICES INC RESTAURANT SERVICES, INC. 401(K) EMPLOYEE SAVINGS PLAN | MIAMI FL | 81 | $44.7M | $181K |
| 3 | INFECTIOUS DISEASES SOCIETY OF AMERICA |
ARLINGTON VA |
| 109 |
| $19.0M |
| $132K |
