Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding PRINCIPAL REAL ESTATE SEC FD I MUTUAL FUNDS in their Schedule of Assets, totaling $11.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN | NEW YORK NY | 85,004 | $695.8M | $7.3M |
| 2 | CJK GROUP, INC. CJK GROUP 401(K) RETIREMENT PLAN | BRAINERD MN | 3,442 | $256.9M | $1.3M |
| 3 | BASTION TECHNOLOGIES, INC. BASTION TECHNOLOGIES 401(K) PLAN |
HOUSTON TX |
| 565 |
| $74.5M |
| $1.2M |
| 4 | AAAG HOLDINGS, INC. AAAG HOLDINGS, INC. 401(K) PLAN | CARMEL IN | 2,833 | $14.1M | $361K |
| 5 | SEVAN MULTI-SITE SOLUTIONS, INC. SEVAN MULTI-SITE SOLUTIONS, INC. 401(K) PLAN | DOWNERS GROVE IL | 312 | $33.9M | $224K |
| 6 | BLUEWATER TECHNOLOGIES GROUP, INC. BLUEWATER TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | WIXOM MI | 178 | $14.9M | $193K |
| 7 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN II | NEW YORK NY | 8,108 | $77.6M | $147K |
| 8 | PAT MILLIKEN FORD, INC. PAT MILLIKEN FORD, INC. PLAN | REDFORD MI | 174 | $21.9M | $97K |
| 9 | FORD COMPONENT SALES, LLC FORD COMPONENT SALES, LLC EMPLOYEE SAVINGS PLAN | DEARBORN MI | 116 | $52.0M | $83K |
| 10 | TECHNIPLAS LLC TECHNIPLAS LLC 401(K) | NASHOTAH WI | 1,134 | $36.1M | $77K |
