Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds Inc Registered investment company Prin Real Estate Secs Inst Fd in their Schedule of Assets, totaling $203K 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 | FIRST FED BANK FIRST FED BANK 401(K) PLAN | PORT ANGELES WA | 244 | $20.6M | $186K |
| 2 | INDEPENDENT GROUP HOME LIVING PROGRAM, INC. INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 401(A) | EAST MORICHES NY | 769 | $18.1M | $17K |
