Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PRINCIPAL GLB REAL EST SEC INS Registered Investment Company in their Schedule of Assets, totaling $889K 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 | KRIEG DEVAULT LLP KRIEG DEVAULT PROFIT SHARING PLAN | INDIANAPOLIS IN | 166 | $105.3M | $649K |
| 2 | HAND SURGERY ASSOCIATES OF INDIANA, INC. HAND SURGERY ASSOCIATES OF INDIANA, INC. 401(K) PLAN | INDIANAPOLIS IN | 108 | $26.1M | $207K |
| 3 | MASONITE CORPORATION MASONITE SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES |
TAMPA FL |
| 450 |
| $28.9M |
| $33K |
