Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Principal Global Real Estate Securities Fund " in their Schedule of Assets, totaling $11.5M 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 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS | OMAHA NE | 10,573 | $918.6M | $7.4M |
| 2 | BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND - PART B ELECTRICAL WORKERS PENSION FUND PART B | DULUTH MN | 480 | $189.7M | $1.2M |
| 3 | TRUSTEES ELECTRICAL WORKERS LOCAL 242 401(K) PLAN |
DULUTH MN |
| 520 |
| $28.0M |
| $703K |
| 4 | BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND - PART C ELECTRICAL WORKERS PENSION FUND PART C | DULUTH MN | 193 | $73.2M | $455K |
| 5 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN | COLUMBUS OH | 750 | $50.4M | $422K |
| 6 | U.S. SILICA COMPANY U.S. SILICA RETIREMENT SAVINGS PLAN | KATY TX | 1,746 | $215.0M | $294K |
| 7 | TRUSTEES OF ELECTRICAL WORKERS LOCAL NO. 294 401(K) PLAN ELECTRICAL WORKERS LOCAL NO. 294 401(K) PLAN | DULUTH MN | 158 | $11.3M | $223K |
| 8 | SUPERIOR, INC. SUPERIOR INC & AFFILIATES 401(K) PLAN | FAYETTEVILLE AR | 827 | $31.1M | $168K |
| 9 | JST MANUFACTURING, INC. JST MANUFACTURING, INC. 401(K) PLAN | MERIDIAN ID | 166 | $5.6M | $120K |
| 10 | FAMILY FIRST DENTAL ASSOCIATES OF NEBRASKA, P.C. FAMILY 1ST DENTAL 401(K) PLAN | NORFOLK NE | 164 | $8.7M | $105K |
