Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Global Real Estate Fund " in their Schedule of Assets, totaling $1.0M 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 | R.C. BIGELOW, INC. BIGELOW TEA EMPLOYEES 401(K) PLAN | FAIRFIELD CT | 444 | $74.6M | $709K |
| 2 | IRON SENERGY, LLC 401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF IRON SENERGY | LOUISVILLE KY | 479 | $40.8M | $155K |
| 3 | IRON SENERGY, LLC IRON SENERGY, LLC 401(K) RETIREMENT SAVINGS PLAN |
LOUISVILLE KY |
| 178 |
| $24.1M |
| $133K |
| 4 | KOS SERVICES, LLC DENTAL DREAMS 401(K) PLAN | CHICAGO IL | 597 | $4.1M | $14K |
