Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Principal Principal Real Estate Sec Inst in their Schedule of Assets, totaling $7.4M 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 | SOUTH NASSAU COMMUNITIES HOSPITAL SOUTH NASSAU COMMUNITIES HOSPITAL EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN | OCEANSIDE NY | 4,084 | $358.6M | $1.6M |
| 2 | MUNICIPAL EMPLOYEES CREDIT UNION OF BALTIMORE MUNICIPAL EMPLOYEES CREDIT UNION OF BALTIMORE DEFINED BENEFIT PLAN | BALTIMORE MD | 156 | $49.0M | $1.0M |
| 3 |
EVERETT WA |
| 320 |
| $4.9M |
| $883K |
| 4 | PAIDEIA SCHOOL PAIDEIA SCHOOL RETIREMENT PLAN | ATLANTA GA | 224 | $80.6M | $812K |
| 5 | TCF FINANCIAL CORPORATION TCF 401K PLAN | PLYMOUTH MN | 7 | $317.5M | $619K |
| 6 | BYK USA INC. SAVINGS PLAN OF BYK USA | WALLINGFORD CT | 490 | $116.5M | $608K |
| 7 | ST. ROSE HOSPITAL ST. ROSE HOSPITAL 403(B) SAVINGS PLAN | HAYWARD CA | 710 | $63.5M | $597K |
| 8 | ECKART AMERICA CORPORATION ECKART AMERICA 401(K) PLAN | PAINESVILLE OH | 192 | $33.2M | $371K |
| 9 | LAC COURTE OREILLES TRIBAL GOVERNING BOARD LCO 401(K) PLAN | HAYWARD WI | 1,175 | $15.2M | $267K |
| 10 | ADIRONDACK MEDICAL CENTER DBA ADIRONDACK HEALTH THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN | SARANAC LAKE NY | 837 | $102.1M | $156K |
