Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Real Estate Sec F R6 Pooled Separate Account in their Schedule of Assets, totaling $746K 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 | VALLEY VIEW HOSPITAL VALLEY VIEW HOSPITAL 403(B) PLAN | GLENWOOD SPRINGS CO | 1,529 | $74.7M | $626K |
| 2 | BETACOM INC BETACOM INC PROFIT SHARING PLAN AND TRUST | THONOTOSASSA FL | 289 | $7.5M | $100K |
| 3 | SOUND SECURITY, INC. SONITROL PACIFIC 401(K) RETIREMENT PLAN |
PORTLAND OR |
| 142 |
| $5.8M |
| $20K |
