Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Real Estate Inv** Real Estate Securities R6 Fund in their Schedule of Assets, totaling $745K 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 | THE CONSERVATION FUND THE CONSERVATION FUND RETIREMENT SAVINGS PLAN | ARLINGTON VA | 196 | $66.0M | $562K |
| 2 | ILLINOIS NATIONAL BANCORP, INC. ILLINOIS NATIONAL BANCORP 401(K) PLAN | SPRINGFIELD IL | 295 | $41.3M | $93K |
| 3 | AMERICAN RESTORATION OPERATIONS, LLC |
IRVING TX |
| 622 |
| $28.4M |
| $59K |
| 4 | PENHALL INTERNATIONAL CORPORATION PENHALL INTERNATIONAL CORP. AND AFFILIATED COMPANIES EMPLOYEES' PROFIT | IRVING TX | 866 | $43.3M | $28K |
| 5 | SOUTHMINSTER, INC. SOUTHMINSTER RETIREMENT PLAN | CHARLOTTE NC | 431 | $13.3M | $3K |
