Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Principal Dvsf Real Asset R6 in their Schedule of Assets, totaling $766K 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 | VON BRIESEN & ROPER, S.C. VON BRIESEN & ROPER S.C. 401K PROFIT SHARING PLAN | MILWAUKEE WI | 300 | $171.2M | $672K |
| 2 | THE ESTAUGH T/A MEDFORD LEAS MEDFORD LEAS 401(K) PLAN | MEDFORD NJ | 297 | $20.2M | $93K |
