Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Life Insurance Company Principal Div Real Asset SA-Z in their Schedule of Assets, totaling $22K 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 | WM. B. MORSE LUMBER CO. WM. B. MORSE LUMBER CO. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 114 | $15.5M | $20K |
| 2 | ACCESS VG LLC ACCESS VG LLC 401(K) PLAN | SALT LAKE CITY UT | 88 | $13.1M | $2K |
