Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Real Estate Sec Inst Mutual fund in their Schedule of Assets, totaling $440K 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 | MASONIC CARE COMMUNITY OF NY MASONIC CARE COMMUNITY OF NY 403(B) RETIREMENT SAVINGS PLAN | UTICA NY | 756 | $15.8M | $142K |
| 2 | SUN VALLEY COMMUNITY SCHOOL, INC. SUN VALLEY COMMUNITY SCHOOL, INC. 403(B) PLAN | SUN VALLEY ID | 144 | $28.2M | $114K |
| 3 | HUDSON VALLEY HOSPICE |
POUGHKEEPSIE NY |
| 376 |
| $12.7M |
| $97K |
| 4 | CARDINGTON YUTAKA TECHNOLOGIES, INC. YUTAKA TECHNOLOGIES 401(K) RETIREMENT PLAN | CARDINGTON OH | 797 | $29.8M | $86K |
