Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Principal Principal Real Estate Securities Fund - in their Schedule of Assets, totaling $10.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WASH MULTIFAMILY LAUNDRY SYSTEMS, LLC WASH MULTIFAMILY LAUNDRY SYSTEMS, LLC 401(K) PLAN | TORRANCE CA | 943 | $98.6M | $2.5M |
| 2 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $2.1M |
| 3 | APPLIED SYSTEMS, INC. |
UNIVERSITY PARK IL |
| 1,704 |
| $225.8M |
| $2.1M |
| 4 | NORTH GEORGIA ELECTRIC MEMBERSHIP CORPORATION NORTH GEORGIA ELECTRIC MEMBERSHIP CORPORATION 401(K) PLAN | DALTON GA | 156 | $50.1M | $1.1M |
| 5 | AMF AUTOMATION TECHNOLOGIES, LLC AMF 401(K) PROFIT SHARING PLAN | RICHMOND VA | 303 | $46.0M | $402K |
| 6 | KEMBA CREDIT UNION, INC. KEMBA CREDIT UNION PROFIT SHARING 401(K) PLAN AND TRUST | WEST CHESTER OH | 264 | $24.6M | $358K |
| 7 | ROGERS TOWERS, P.A. ROGERS TOWERS 401(K) PLAN | JACKSONVILLE FL | 127 | $40.0M | $317K |
| 8 | POMEROY TECHNOLOGIES LLC POMEROY TECHNOLOGIES LLC RETIREMENT SAVINGS PLAN | HEBRON KY | 1,286 | $109.3M | $260K |
| 9 | NEAL MAST & SON GREENHOUSES, INC. NEAL MAST & SON GREENHOUSES, INC. 401K PLAN | GRAND RAPIDS MI | 104 | $9.3M | $206K |
| 10 | MARKWINS BEAUTY BRANDS, INC. MARKWINS BEAUTY BRANDS, INC. 401(K) RETIREMENT PLAN | CITY OF INDUSTRY CA | 189 | $40.7M | $186K |
