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 Sec Instl in their Schedule of Assets, totaling $5.2M 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 | THE COCA-COLA BOTTLERS ASSOCIATION THE COCA-COLA BOTTLERS' ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 14,105 | $961.6M | $2.8M |
| 2 | CENTRASTATE HEALTHCARE SYSTEM CENTRASTATE HEALTHCARE SYSTEM 403(B) RETIREMENT SAVINGS PLAN | FREEHOLD NJ | 2,318 | $200.4M | $1.8M |
| 3 | ALDRICH SERVICES, LLP |
SALEM OR |
| 365 |
| $98.3M |
| $303K |
| 4 | AKT SERVICES, LLP ALDRICH RETIREMENT PLAN | LAKE OSWEGO OR | 376 | $106.7M | $295K |
