Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Principal Real Estate Securities Fund Institutional Class 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCANDINAVIAN TOBACCO GROUP US HOLDING, INC. SCANDINAVIAN TOBACCO RETIREMENT SAVINGS PLAN | RICHMOND VA | 725 | $64.2M | $408K |
| 2 | NORTHSTAR GROUP SERVICES, INC. NORTHSTAR GROUP SERVICES, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 1,370 | $88.1M | $206K |
| 3 | UTILITY SUPPLY AND CONSTRUCTION COMPANY |
REED CITY MI |
| 379 |
| $41.7M |
| $121K |
| 4 | BARILLA AMERICA, INC. BARILLA AMERICA, INC. 401(K) PLAN | NORTHBROOK IL | 620 | $137.9M | $116K |
| 5 | EZURIO LLC EZURIO LLC 401(K) PLAN | AKRON OH | 127 | $33.8M | $94K |
| 6 | SANITAS USA, INC. SANITAS USA, INC. 401(K) PLAN | DORAL FL | 2,102 | $21.5M | $85K |
| 7 | GUIDEWELL SANITAS I LLC GUIDEWELL SANITAS I, LLC 401(K) PLAN | MIAMI FL | 1,611 | $7.8M | $24K |
