Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Real Estate Sec Inst in their Schedule of Assets, totaling $531K 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 | LINCOLN SCHOOL LINCOLN SCHOOL 403(B) RETIREMENT PLAN | PROVIDENCE RI | 124 | $29.1M | $177K |
| 2 | UNIVERSITY OF PIKEVILLE UNIVERSITY OF PIKEVILLE RETIREMENT PLAN | PIKEVILLE KY | 581 | $46.7M | $141K |
| 3 | MERIDIAN INTERNATIONAL CENTER MERIDIAN INTERNATIONAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN |
WASHINGTON DC |
| 141 |
| $38.2M |
| $120K |
| 4 | THE ALFRED & ADELE DAVIS ACADEMY THE ALFRED & ADELE DAVIS ACADEMY, INC. DC PLAN | ATLANTA GA | 95 | $18.9M | $47K |
| 5 | ROCKY HILL COUNTRY DAY SCHOOL ROCKY HILL COUNTRY DAY SCHOOL 403(B) RETIREMENT PLAN | EAST GREENWICH RI | 82 | $15.2M | $46K |
