Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Real Estate Sec Inst Mutual fund in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AUGUSTANA COLLEGE AUGUSTANA COLLEGE RETIREMENT PLAN | ROCK ISLAND IL | 558 | $114.7M | $923K |
| 2 | KING SCHOOL, INC. KING SCHOOL, INC. SECTION 403(B) PLAN | STAMFORD CT | 186 | $58.8M | $443K |
| 3 | AUGUSTANA COLLEGE AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN |
ROCK ISLAND IL |
| 231 |
| $89.1M |
| $336K |
| 4 | MASONIC CARE COMMUNITY OF NY MASONIC CARE COMMUNITY OF NY 403(B) RETIREMENT SAVINGS PLAN | UTICA NY | 756 | $15.8M | $142K |
| 5 | SUN VALLEY COMMUNITY SCHOOL, INC. SUN VALLEY COMMUNITY SCHOOL, INC. 403(B) PLAN | SUN VALLEY ID | 144 | $28.2M | $114K |
| 6 | HUDSON VALLEY HOSPICE SECTION 403(B) RETIREMENT PLAN FOR HUDSON VALLEY HOSPICE | POUGHKEEPSIE NY | 376 | $12.7M | $97K |
| 7 | CARDINGTON YUTAKA TECHNOLOGIES, INC. YUTAKA TECHNOLOGIES 401(K) RETIREMENT PLAN | CARDINGTON OH | 797 | $29.8M | $86K |
