Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Funds Real Estate Securities Fund - in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ITERIS, INC. ITERIS, INC 401(K) AND STOCK OWNERSHIP PLAN | SANTA ANA CA | 503 | $97.8M | $2.0M |
| 2 | ZYWAVE, INC. ZYWAVE 401(K) PLAN | MILWAUKEE WI | 545 | $66.0M | $456K |
| 3 | GOODLEAP, LLC GOODLEAP, LLC 401(K) PLAN | ROSEVILLE CA |
| 1,147 |
| $49.2M |
| $391K |
| 4 | ASYST TECHNOLOGIES L.P. ASYST TECHNOLOGIES RETIREMENT SAVINGS PLAN | KENOSHA WI | 124 | $13.3M | $159K |
| 5 | M.A. FORD MFG. CO., INC. M.A. FORD MFG. CO., INC. DEFERRED WAGE SAVINGS PLAN | DAVENPORT IA | 271 | $20.1M | $87K |
| 6 | PREMIER TRAILERS, LLC PREMIER TRAILER LEASING 401(K) PLAN | PLANO TX | 240 | $19.2M | $35K |
| 7 | S1L, INC. S1L, INC. 401(K) PLAN | SAN DIEGO CA | 558 | $18.6M | $26K |
