Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Principal Real Est Sec FD R-6 in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WADE TRIM GROUP, INC. WADE TRIM GROUP, INC. PROFIT SHARING & 401K SAVINGS PLAN | DETROIT MI | 700 | $87.0M | $868K |
| 2 | INSTITUTIONAL SHAREHOLDER SERVICES INSTITUTIONAL SHAREHOLDER SERVICES INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 752 | $190.8M | $558K |
