Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Global Real Estate Securities in their Schedule of Assets, totaling $406K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LUMINA FOUNDATION FOR EDUCATION, INC. LUMINA FOUNDATION FOR EDUCATION, INC. SAVINGS INVESTMENT PLAN | INDIANAPOLIS IN | 99 | $23.9M | $156K |
| 2 | NATIONAL GRID RENEWABLES DEVELOPMENT, LLC NATIONAL GRID RENEWABLES DEVELOPMENT, LLC 401(K) PLAN | BLOOMINGTON MN | 281 | $20.6M | $131K |
| 3 | VNA HEALTH SYSTEM |
SHAMOKIN PA |
| 96 |
| $8.6M |
| $119K |
