Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Principal Principal Real Estate Sec R6 in their Schedule of Assets, totaling $10.2M 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 | LEHIGH UNIVERSITY LEHIGH UNIVERSITY RETIREMENT PLAN | BETHLEHEM PA | 2,958 | $901.6M | $6.0M |
| 2 | DRURY UNIVERSITY DRURY UNIVERSITY 403(B) RETIREMENT PLAN | SPRINGFIELD MO | 793 | $82.3M | $1.9M |
| 3 | MERSEN USA HOLDING CORP. RETIREMENT SAVINGS PLAN FOR THE EMPLOYEES OF MERSEN USA |
BOONTON NJ |
| 1,089 |
| $159.7M |
| $1.0M |
| 4 | HUNTINGDON COLLEGE HUNTINGDON COLLEGE RETIREMENT ANNUITY PLAN TIAA-CREF | MONTGOMERY AL | 267 | $33.5M | $703K |
| 5 | THE ARTHRITIS FOUNDATION, INC. ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 228 | $36.6M | $379K |
| 6 | F&E AIRCRAFT MAINTENANCE MIAMI, LLC F&E AIRCRAFT MAINTENANCE 401(K) PLAN | MIAMI SPRINGS FL | 1,283 | $19.5M | $83K |
| 7 | EMKAY INC. EMKAY INC. VOLUNTARY SAVINGS PLAN | ITASCA IL | 172 | $21.5M | $67K |
| 8 | GREATER CHICAGO FOOD DEPOSITORY GREATER CHICAGO FOOD DEPOSITORY RETIREMENT SAVINGS PLAN | CHICAGO IL | 251 | $11.5M | $31K |
