Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding PRINCIPAL REAL EST SEC R6 GM MUTUAL FUNDS in their Schedule of Assets, totaling $4.9M 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 | FLORIDA EAST COAST INDUSTRIES, LLC FLORIDA EAST COAST INDUSTRIES, LLC SALARY DEFERRAL PLAN | MIAMI FL | 570 | $47.2M | $2.4M |
| 2 | DIRECT CHASSISLINK, INC. DIRECT CHASSISLINK, INC. 401(K) SAVINGS PLAN | CHARLOTTE NC | 789 | $44.2M | $516K |
| 3 | THE BELT RAILWAY COMPANY OF CHICAGO |
BEDFORD PARK IL |
| 384 |
| $21.4M |
| $440K |
| 4 | GREAT LAKES WINE & SPIRITS, LLC GREAT LAKES WINE & SPIRITS, LLC 401(K) SAVINGS AND RETIREMENT PLAN | HIGHLAND PARK MI | 1,067 | $43.0M | $401K |
| 5 | THE DIXIE GROUP, INC. THE DIXIE GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | DALTON GA | 887 | $74.4M | $339K |
| 6 | CENTRAL WIRE, INC. CENTRAL WIRE INC. 401(K) RETIREMENT PLAN | MICHIGAN CITY IN | 514 | $34.3M | $326K |
| 7 | YPO, INC. YPO, INC. 401(K) PLAN & TRUST | IRVING TX | 277 | $32.0M | $312K |
| 8 | WINDY CITY WIRE, CABLE AND TECHNOLOGY PRODUCTS, LLC WINDY CITY WIRE 401(K) PLAN | BOLINGBROOK IL | 319 | $29.0M | $167K |
