Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal Life Insurance Company Principal Real Estate Secs SA‐Z in their Schedule of Assets, totaling $500K 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 | LITEHOUSE, INC. LITEHOUSE, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SANDPOINT ID | 1,082 | $53.4M | $244K |
| 2 | HERSON'S, INC HERSON'S, INC 401(K) PROFIT SHARING PLAN | ROCKVILLE MD | 154 | $15.0M | $94K |
| 3 | HABITAT AMERICA, LLC HABITAT AMERICA, LLC 401(K) PLAN |
ANNAPOLIS MD |
| 208 |
| $5.2M |
| $43K |
| 4 | HEALTHSMART MANAGEMENT SERVICES ORGANIZATIONS INC HEALTHSMART MANAGEMENT SERVICES ORGANIZATIONS, INC. 401(K) PLAN | CYPRESS CA | 267 | $13.3M | $29K |
| 5 | TRESCAL, INC. TRESCAL, INC. EMPLOYEE 401(K) PLAN | HARTLAND MI | 492 | $45.0M | $28K |
| 6 | WAGNER HARDWOODS LLC WAGNER HARDWOODS LLC 401(K) RETIREMENT PLAN | OWEGO NY | 270 | $21.2M | $27K |
| 7 | WAGNER HARDWOODS LLC WAGNER HARDWOODS LLC 401(K) RETIREMENT PLAN | OWEGO NY | 252 | $22.5M | $20K |
| 8 | STANDARD SAND & SILICA COMPANY SUNSET RETIREMENT PLAN | DAVENPORT FL | 240 | $5.0M | $10K |
| 9 | ELITE TRANSIT SOLUTIONS, LLC ELITE TRANSIT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 165 | $910K | $5K |
