Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Inv R/E SEC-IS Fund 4934 Common/collective trust in their Schedule of Assets, totaling $3.8M 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 | API GROUP, INC. API GROUP, INC. 401(K) & PROFIT SHARING PLAN | NEW BRIGHTON MN | 5,096 | $675.7M | $3.8M |
