Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Real Estate Inv. Real Estate Securities Inst Fund in their Schedule of Assets, totaling $273K 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 | INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 403(B) RETIREMENT PLAN FOR IGHL & CDD | EAST MORICHES NY | 3,448 | $57.2M | $140K |
| 2 | VICTOR ENVELOPE COMPANY VICTOR ENVELOPE COMPANY SALARY REDUCTION 401(K) PLAN AND TRUST | BENSENVILLE IL | 238 | $39.9M | $133K |
