Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Principal Real Estate Securities Fd R-6 N/R in their Schedule of Assets, totaling $1.1M 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 | GOODWILL INDUSTRIES OF SAN ANTONIO GOODWILL OF SAN ANTONIO RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 1,873 | $28.1M | $736K |
| 2 | CIRCUIT CHECK, INC. CIRCUIT CHECK, INC. 401(K) RETIREMENT SAVINGS PLAN | MAPLE GROVE MN | 121 | $21.3M | $254K |
| 3 | GOODWILL INDUSTRIES OF SAN ANTONIO CONTRACT SERVICES |
SAN ANTONIO TX |
| 490 |
| $2.7M |
| $74K |
