Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Principal Principal Real Estate Securities Inst in their Schedule of Assets, totaling $4.6M 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 | MARTEN TRANSPORT, LTD. MARTEN TRANSPORT RETIREMENT SAVINGS PLAN | MONDOVI WI | 3,140 | $137.5M | $1.3M |
| 2 | OHIO MACHINERY CO. OHIO MACHINERY CO. INCENTIVE SAVINGS PLAN | BROADVIEW HEIGHTS OH | 1,181 | $138.6M | $1.1M |
| 3 | ST. LAWRENCE HEALTH SYSTEM, INC. ST. LAWRENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN |
POTSDAM NY |
| 2,142 |
| $173.1M |
| $390K |
| 4 | PEAKSWARE HOLDINGS LLC PEAKSWARE HOLDINGS LLC 401(K) PLAN | LOUISVILLE CO | 251 | $32.5M | $345K |
| 5 | OHIO MACHINERY CO. OHIO CAT UNION 401K PLAN | BROADVIEW HEIGHTS OH | 561 | $22.6M | $322K |
| 6 | ELANTAS PDG, INC ELANTAS PDG, INC. 401(K) PLAN | ST. LOUIS MO | 200 | $41.1M | $238K |
| 7 | WICHITA WATER CONDITIONING, INC. HALL'S RETIREMENT PLAN | WICHITA KS | 1,040 | $34.3M | $235K |
| 8 | CAIRE, INC. CAIRE, INC. 401(K) PLAN | BALL GROUND GA | 432 | $41.1M | $219K |
| 9 | SKYLINE TECHNOLOGY SOLUTIONS LLC SKYLINE TECHNOLOGY SOLUTIONS LLC 401(K) PROFIT SHARING PLAN | GLEN BURNIE MD | 297 | $27.0M | $198K |
| 10 | ICAPITAL NETWORK, INC. ICAPITAL NETWORK, INC. 401(K) PLAN | NEW YORK NY | 1,268 | $85.4M | $176K |
