Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Global Real Estate Sec Inst in their Schedule of Assets, totaling $45.4M 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 | NORTHWELL HEALTH, INC. NORTHWELL HEALTH 403(B) PLAN | WESTBURY NY | 49,356 | $10.9B | $42.6M |
| 2 | WS AUDIOLOGY USA, INC. SIVANTOS PENSION PLAN | ISELIN NJ | 25 | $29.1M | $1.6M |
| 3 | WESTERN NATIONAL PROPERTIES DBA WESTERN NATIONAL GROUP WNG 401(K) PLAN |
IRVINE CA |
| 824 |
| $58.3M |
| $473K |
| 4 | HEAR.COM HEAR.COM 401(K) PLAN | CORAL GABLES FL | 307 | $6.2M | $419K |
| 5 | DURHAM ACADEMY, INC. DURHAM ACADEMY, INC. DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN | DURHAM NC | 401 | $70.7M | $170K |
| 6 | JESSE STUTTS, INC. JESSE STUTTS, INC. PROFIT SHARING PLAN | HUNTSVILLE AL | 177 | $15.0M | $60K |
| 7 | THE CHILD CENTER OF NY, INC. THE CHILD CENTER OF NY, INC. 401(K) PLAN | FOREST HILLS NY | 972 | $27.9M | $54K |
| 8 | PINNACLE FIT CLUBS, LLC PINNACLE FIT CLUBS, LLC RETIREMENT PLAN | ROSEMONT IL | 1,079 | $3.4M | $22K |
| 9 | MEMPHIS GOODWILL INC. MEMPHIS GOODWILL INC. 403B RETIREMENT PLAN | MEMPHIS TN | 592 | $1.8M | $4K |
| 10 | 4 BEARS CASINO & LODGE 4 BEARS CASINO & LODGE 401(K) PLAN | NEW TOWN ND | 202 | $7.8M | $2K |
