Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Principal Real Estate Securities R6 Fund in their Schedule of Assets, totaling $8.2M 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 | SYNEOS HEALTH SYNEOS HEALTH SAVINGS AND RETIREMENT PLAN | MORRISVILLE NC | 9,827 | $1.6B | $5.1M |
| 2 | UNIVERSITIES SPACE RESEARCH ASSOCIATION UNIVERSITIES SPACE RESEARCH ASSOCIATION 401(K) RETIREMENT PLAN | WASHINGTON DC | 184 | $92.3M | $1.5M |
| 3 | THE ALLENDALE ASSOCIATION |
LAKE VILLA IL |
| 322 |
| $28.5M |
| $1.2M |
| 4 | CLINICA SIERRA VISTA CLINICA SIERRA VISTA RETIREMENT PLAN | BAKERSFIELD CA | 1,530 | $85.9M | $346K |
| 5 | CENTRAL FLORIDA REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. CAREERSOURCE CENTRAL FLORIDA 403(B) PLAN | ORLANDO FL | 175 | $13.5M | $59K |
