Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Global Real Estate Securities Fund R6 Principal Global Real Estate Securiti in their Schedule of Assets, totaling $402K 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 | JOHN I. HAAS, INC. JOHN I. HAAS, INC. MASTER TRUST | YAKIMA WA | — | $33.1M | $205K |
| 2 | JOHN I. HAAS, INC. JOHN I. HAAS, INC. NON-UNION 401(K) RETIREMENT PLAN | YAKIMA WA | 218 | $32.0M | $197K |
