Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Principal Real Estate Real Estate Securities Fund in their Schedule of Assets, totaling $560K 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 | ST. MARY'S COLLEGE SAINT MARY'S COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NOTRE DAME IN | 849 | $143.7M | $560K |
