Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Global Real Estate Securities Fund in their Schedule of Assets, totaling $9.6M 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 | 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 | BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND - PART C |
DULUTH MN |
| 193 |
| $73.2M |
| $455K |
| 4 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN | COLUMBUS OH | 750 | $50.4M | $422K |
| 5 | JP LAMBORN CO., INC J.P. LAMBORN CO. 401(K) PROFIT SHARING PLAN | FRESNO CA | 176 | $11.2M | $66K |
| 6 | VIACARE COMMUNITY HEALTH CENTER VCCHC 403(B) PLAN | LOS ANGELES CA | 294 | $5.0M | $10K |
| 7 | CIRKUL, INC. CIRKUL 401(K) PLAN | TAMPA FL | 990 | $7.5M | $15 |
