Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Funds Principal Real Estate Securities Fund in their Schedule of Assets, totaling $3.0M 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 | PETROLEUM GEO-SERVICES, INC. PETROLEUM GEO-SERVICES, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | HOUSTON TX | 150 | $115.1M | $1.4M |
| 2 | MASTERS GALLERY FOODS, INC. MASTERS GALLERY FOODS, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH WI | 1,023 | $80.5M | $822K |
| 3 | INSPEREX HOLDINGS LLC |
CHICAGO IL |
| 176 |
| $50.0M |
| $357K |
| 4 | CLARUS COMMERCE LLC DBA EBBO EBBO 401(K) PLAN | ROCKY HILL CT | 176 | $22.4M | $167K |
| 5 | SHODEEN GROUP, LLC SHODEEN GROUP, LLC 401(K) PLAN | GENEVA IL | 119 | $14.0M | $118K |
| 6 | TODAY'S BANK MATHIAS SAVINGS INCENTIVE PLAN | FAYETTEVILLE AR | 97 | $4.7M | $79K |
| 7 | PRUDENTIAL LIGHTING CORP. PRUDENTIAL LIGHTING PROFIT SHARING PLAN AND TRUST | LOS ANGELES CA | 139 | $57.6M | $35K |
