Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding PRINCIPAL GLOBAL RS SEC R6 Registered Investment Company in their Schedule of Assets, totaling $10.6M 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 | GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,085 | $703.5M | $7.2M |
| 2 | MASONITE CORPORATION MASONITE SAVINGS PLAN | TAMPA FL | 4,516 | $324.4M | $2.0M |
| 3 | GELLER & COMPANY LLC GELLER & COMPANY LLC 401(K) PLAN |
NEW YORK NY |
| 245 |
| $112.7M |
| $1.3M |
| 4 | FRANKLIN MONROE ADMINISTRATIVE SERVICES, LLC FRANKLIN MONROE RETIREMENT SAVINGS PLAN | CHICAGO IL | 114 | $19.5M | $175K |
