Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Life Insurance Company U.S. Property Fund in their Schedule of Assets, totaling $4.6M 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 | GEOSYNTEC CONSULTANTS, INC GEOSYNTEC CONSULTANTS, INC. AND SUBSIDIARIES 401(K) RETIREMENT PLAN | BOCA RATON FL | 2,082 | $455.4M | $3.5M |
| 2 | HPS MECHANICAL, INC. HPS MECHANICAL, INC. RETIREMENT PLAN | BAKERSFIELD CA | 228 | $43.8M | $501K |
| 3 | OWEN-ADAMS INC DBA OVERHEAD DOOR COMPANY |
CARROLLTON TX |
| 153 |
| $16.8M |
| $413K |
| 4 | ITA GROUP, INC ITA GROUP, INC. 401(K) SAVINGS AND RETIREMENT PLAN | WEST DES MOINES IA | 1,064 | $124.2M | $135K |
