Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Funds PRINCIPAL REAL ESTATE SECURITIES FUND - INSTITUTIONAL in their Schedule of Assets, totaling $75K 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 | ASURITY TECHNOLOGIES, LLC ASURITY TECHNOLOGIES, LLC 401(K) PLAN | DALLAS TX | 174 | $8.3M | $75K |
