Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Investors Principal Real Estate Securities Inst in their Schedule of Assets, totaling $504K 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 | PROXIMO SPIRITS INC. PROXIMO SPIRITS INC. 401(K) PROFIT SHARING PLAN AND TRUST | JERSEY CITY NJ | 444 | $72.0M | $485K |
| 2 | PROXIMO DISTILLERS, LLC PROXIMO DISTILLERS, LLC 401(K) UNION PLAN | JERSEY CITY NJ | 168 | $6.7M | $19K |
