Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Principal Real Estate Securities Institutional in their Schedule of Assets, totaling $479K 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 | HOSPICE & PALLIATIVE CARE CHARLOTTE REGION HOSPICE & PALLIATIVE CARE CHARLOTTE REGION SAVINGS AND INCENTIVE PARTNERSHIP PLAN | CHARLOTTE NC | 979 | $44.8M | $410K |
| 2 | EYE PHYSICIANS AND SURGEONS OF AUGUSTA, P.C. EYE PHYSICIANS AND SURGEONS OF AUGUSTA, P.C. 401(K) PROFIT SHARING PLAN | AUGUSTA GA | 106 | $8.2M | $70K |
