Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Funds, Inc. Real Estate Securities R6 Fund++ in their Schedule of Assets, totaling $1.3M 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 | ADTRAN NETWORKS NORTH AMERICA INC. ADTRAN NETWORKS NORTH AMERICA INC. 401(K) PLAN | NORCROSS GA | 297 | $121.0M | $855K |
| 2 | ARKANSAS VALLEY REGIONAL MEDICAL CENTER ARKANSAS VALLEY REGIONAL MEDICAL CENTER 401K PLAN AND TRUST | LA JUNTA CO | 327 | $25.4M | $279K |
| 3 | KESSLER FOUNDATION |
EAST HANOVER NJ |
| 171 |
| $35.0M |
| $192K |
| 4 | NATIONAL 4-H COUNCIL NATIONAL 4-H COUNCIL 403(B) PLAN | WASHINGTON DC | 125 | $15.3M | $10K |
