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 Inst Registered investment company in their Schedule of Assets, totaling $3.7M 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 | FUTUREWEI TECHNOLOGIES, INC. HUAWEI USA 401(K) PLAN | SAN JOSE CA | 149 | $227.5M | $3.7M |
| 2 | JONES MEMORIAL HOSPITAL JONES MEMORIAL HOSPITAL DEFINED CONTRIBUTION 403(B) PLAN | WELLSVILLE NY | 528 | $10.5M | $9K |
| 3 | 3RD GEN MOJO, LLC PAWLING/TAFUR MCDONALDS 401(K) PLAN |
HAMILTON OH |
| 184 |
| $4.0M |
| $6K |
