Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Principal Div Real Asset Inst in their Schedule of Assets, totaling $542K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CENTER FOR CREATIVE LEADERSHIP CENTER FOR CREATIVE LEADERSHIP RETIREMENT SAVINGS PLAN | GREENSBORO NC | 485 | $184.9M | $187K |
| 2 | TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA HAMLINE UNIVERSITY 403(B) RETIREMENT PLAN | ST. PAUL MN | 438 | $167.3M | $145K |
| 3 | THE ASHEVILLE SCHOOL |
ASHEVILLE NC |
| 137 |
| $30.9M |
| $112K |
| 4 | HORACE MANN SCHOOL HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN | BRONX NY | 426 | $252.2M | $98K |