Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Principal Principal Real Estate Securities R6 + in their Schedule of Assets, totaling $24.3M 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 | MONSTER BEVERAGE CORPORATION MONSTER ENERGY COMPANY 401 K PLAN | CORONA CA | 3,696 | $260.2M | $14.9M |
| 2 | BANK OF HOPE BANK OF HOPE 401(K) RETIREMENT PLAN | LOS ANGELES CA | 1,213 | $252.5M | $2.6M |
| 3 | THE URBAN INSTITUTE THE URBAN INSTITUTE RETIREMENT PLAN |
WASHINGTON DC |
| 653 |
| $329.9M |
| $2.3M |
| 4 | TRIMEDX HOLDINGS, LLC TRIMEDX HOLDINGS, LLC RETIREMENT PLAN | INDIANAPOLIS IN | 3,016 | $244.6M | $1.0M |
| 5 | HENDRICKS HOLDING CO., INC. HENDRICKS GROUP 401(K) PLAN | BELOIT WI | 2,198 | $73.6M | $802K |
| 6 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $739K |
| 7 | IRSIK & DOLL FEED SERVICES, INC IRSIK & DOLL FEED SERVICES, INC 401(K) PLAN | CIMARRON KS | 276 | $28.3M | $600K |
| 8 | SEMA CONSTRUCTION, INC. SEMA CONSTRUCTION, INC. 401(K) RETIREMENT SAVINGS PLAN | CENTENNIAL CO | 794 | $35.8M | $266K |
| 9 | VM SERVICES, INC. VENTURE 401(K) PLAN | MILIPITAS CA | 185 | $10.2M | $232K |
| 10 | NESNAH VENTURES LLC NESNAH VENTURES LLC EMPLOYEE SAVINGS PLAN | LACROSSE WI | 203 | $11.3M | $222K |
