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 R6 Registered Investment Company in their Schedule of Assets, totaling $539K 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 | CALIFIA FARMS, LLC CALIFIA FARMS, LLC 401(K) PLAN | LOS ANGELES CA | 307 | $25.9M | $285K |
| 2 | SPRIG ELECTRIC SPRIG ELECTRIC 401(K) PLAN | SAN JOSE CA | 152 | $24.6M | $137K |
| 3 | EQUALITY HEALTH, LLC EQUALITY HEALTH, LLC 401(K) PLAN | PHOENIX |
| 230 |
| $18.0M |
| $71K |
| 4 | VOLPARA HEALTH, INC. VOLPARA HEALTH, INC. 401(K) PLAN | LYNNWOOD WA | 92 | $12.6M | $45K |
