Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Global Investors Co. Real Estate Securities Fund R-6 Class in their Schedule of Assets, totaling $540K 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 | SWARCO MCCAIN, INC. SWARCO MCCAIN, INC. 401(K) PROFIT SHARING PLAN | VISTA CA | 149 | $18.2M | $540K |
