Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Principal Real Estate Securities Fund Class R-6 in their Schedule of Assets, totaling $999K 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 | WESCO AIRCRAFT HARDWARE CORP. INCORA SAVINGS AND INVESTMENT PLAN | FORT WORTH TX | 1,377 | $92.3M | $447K |
| 2 | KONTOOR BRANDS, INC. KONTOOR BRANDS 401(K) SAVINGS PLAN | GREENSBORO NC | 2,705 | $290.7M | $402K |
| 3 | CLEAREDGE IT SOLUTIONS, LLC CLEAREDGE IT SOLUTIONS, LLC 401(K) P/S PLAN |
JESSUP MD |
| 63 |
| $23.5M |
| $132K |
| 4 | ANDERS GROUP, LLC ANDERS GROUP, LLC. 401(K) PLAN | IRVING TX | 292 | $3.0M | $18K |
