Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Investors Principal Investors Global Real Estate Securities Fund (Class I Shares) in their Schedule of Assets, totaling $10.9M 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 | KIRBY CORPORATION KIRBY 401K PLAN | HOUSTON TX | 5,146 | $850.1M | $10.9M |
