Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Global Real Estate Sec Inst Registered investment company in their Schedule of Assets, totaling $146K 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 | EYE HEALTH NORTHWEST, P.C. EYE HEALTH NORTHWEST, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | MILWAUKIE OR | 473 | $92.9M | $129K |
| 2 | OREGON ONCOLOGY SPECIALISTS, LLP OREGON SPECIALTY GROUP 401(K) PROFIT SHARING PLAN | SALEM OR | 227 | $38.2M | $11K |
| 3 | TOPEL FORMAN, L.L.C. |
CHICAGO IL |
| 177 |
| $32.8M |
| $6K |
