Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Global Investors Principal Real Estate Securities Fund in their Schedule of Assets, totaling $26K 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 | TRAINING AND TREATMENT INNOVATIONS, INC. TRAINING AND TREATMENT INNOVATIONS | OXFORD MI | 213 | $4.7M | $15K |
| 2 | ALL-CLAD METALCRAFTERS INC ALL-CLAD METALCRAFTERS, INC. SAVINGS PROGRAM AND 401(K) PLAN | CANONSBURG PA | 87 | $4.7M | $12K |
