Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Real Estate Fund Mutual fund in their Schedule of Assets, totaling $2.1M 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 | TRENAM, KEMKER, SCHARF, BARKIN, FRYE, ONEILL & MULLIS PA TRENAM LAW 401(K) PLAN | TAMPA FL | 167 | $94.9M | $1.7M |
| 2 | AMERICAN ART CLAY CO. INC. AMACO 401K PLAN | INDIANAPOLIS IN | 138 | $11.3M | $428K |
