Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Principal Diversified Real Asset Fund R6 in their Schedule of Assets, totaling $1.0M 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 | UNIFRAX I LLC UNIFRAX HOURLY DEFINED BENEFIT PENSION PLAN | TONAWANDA NY | 127 | $13.5M | $392K |
| 2 | RIVERSIDE HEALTHCARE RIVERSIDE HEALTHCARE 403(B) RETIREMENT PLAN | KANKAKEE IL | 2,987 | $195.8M | $342K |
| 3 | RIVERSIDE HEALTHCARE RIVERSIDE HEALTHCARE 401(A) SAVINGS PLAN |
KANKAKEE IL |
| 2,131 |
| $125.2M |
| $290K |
| 4 | SOLID POWER OPERATING, INC. SOLID POWER INC. 401(K) PROFIT SHARING PLAN AND TRUST | LOUISVILLE CO | 259 | $16.1M | $8K |
