Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Gl Rl Est Sec F Ins Registered Investment Company 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHERN OHIO MEDICAL CENTER SOUTHERN OHIO MEDICAL CENTER RETIREMENT SAVINGS PROGRAM | PORTSMOUTH OH | 3,316 | $172.9M | $2.5M |
| 2 | CLARION PARTNERS, LLC CLARION PARTNERS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 320 | $166.8M | $527K |
