Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Principal Diversified Real Asset in their Schedule of Assets, totaling $2.9M 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 | UNION SAVINGS BANK UNION SAVINGS BANK RETIREMENT PLAN | DANBURY CT | 318 | $114.6M | $1.7M |
| 2 | MESIROW FINANCIAL ADMINISTRATIVE CORPORATION MESIROW FINANCIAL SAVINGS PLAN | CHICAGO IL | 496 | $225.3M | $1.0M |
| 3 | VIENNA BEEF LTD. VIENNA BEEF LTD. 401(K) PROFIT SHARING PLAN |
CHICAGO IL |
| 225 |
| $14.7M |
| $124K |
