Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Principal Life Insurance Company Prin Real Estate Secs Sa-Z in their Schedule of Assets, totaling $3.5M 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 | KAPSCH TRAFFICCOM USA, INC. KAPSCH TRAFFICCOM 401(K) PLAN | DULUTH GA | 615 | $84.8M | $817K |
| 2 | AXOS FINANCIAL, INC. AXOS FINANCIAL, INC. 401(K) PLAN | SAN DIEGO CA | 1,683 | $127.3M | $586K |
| 3 | PEMBER COMPANIES, INC. PEMBER COMPANIES, INC. RETIREMENT SAVINGS PLAN |
MENOMONIE WI |
| 101 |
| $14.8M |
| $420K |
| 4 | JACOBSEN CONSTRUCTION COMPANY, INC. JACOBSEN CONSTRUCTION COMPANY, INC. 401(K) PLAN | SALT LAKE CITY UT | 723 | $55.9M | $378K |
| 5 | DONDLINGER & SONS CONSTRUCTION CO., INC. DONDLINGER & SONS CONSTRUCTION CO., INC. 401(K) RETIREMENT PLAN | WICHITA KS | 259 | $24.4M | $309K |
| 6 | PRECO, LLC PRECO INC PROFIT SHARING/401(K) SAVINGS PLAN | LENEXA KS | 206 | $36.5M | $253K |
| 7 | THE HILLER COMPANIES, LLC. THE HILLER COMPANIES DEFINED CONTRIBUTION PLAN | MOBILE AL | 1,785 | $69.4M | $132K |
| 8 | CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC. CARROLL DISTRIBUTING & CONSTRUCTION SUPPLY, INC. 401(K) PROFIT SHARING PLAN | OTTUMWA IA | 342 | $14.0M | $92K |
| 9 | COMMUNITY SERVICES FOR EVERY1, INC. COMMUNITY SERVICES FOR EVERY1, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 664 | $24.1M | $82K |
| 10 | INDUSTRIAL GROUP INTERMEDIATE HOLDINGS, LLC INDUSTRIAL GROUP INTERMEDIATE HOLDINGS, LLC RETIREMENT SAVINGS PLAN | RYE NY | 110 | $10.8M | $81K |
