Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Preferred Securities Fund in their Schedule of Assets, totaling $430K 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 | FIRST STATE BANK OF UVALDE FIRST STATE BANK OF UVALDE RETIREMENT PLAN MASTER TRUST | UVALDE TX | — | $0 | $430K |
