Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Funds Principal Real Estate Securities R3 Fund+ in their Schedule of Assets, totaling $161K 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 | THE STEWART ORGANIZATION, INC. THE STEWART ORGANIZATION 401(K) PARTNER PLAN | IRVING TX | 145 | $12.4M | $102K |
| 2 | FOOD BANK OF CONTRA COSTA AND SOLANO FOOD BANK OF CONTRA COSTA AND SOLANO 403(B) PLAN | CONCORD CA | 115 | $4.6M | $60K |
