Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding PRINCIPAL REAL ESTATE SEC R3 in their Schedule of Assets, totaling $1.6M 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 | GSPANN TECHNOLOGIES, INC. GSPANN TECHNOLOGIES, INC. 401(K) PLAN | MILPITAS CA | 121 | $9.6M | $566K |
| 2 | SOUTHERN CA ORTHOPEDIC INST SCOI 401(K) PLAN AND TRUST | VAN NUYS CA | 616 | $39.0M | $295K |
| 3 | PATRICK K WILLIS COMPANY INC P K WILLIS COMPANY INC 401K PLAN |
EL DORADO HILLS CA |
| 302 |
| $7.7M |
| $260K |
| 4 | SCHWARTZ FARMS, INC. SCHWARTZ FARMS, INC. 401(K) PROFIT SHARING PLAN | SLEEPY EYE MN | 455 | $35.2M | $162K |
| 5 | ALBANESE CONFECTIONERY ALBANESE CONFECTIONERY 401(K) PLAN | MERRILLVILLE IN | 525 | $12.0M | $80K |
| 6 | MEDBRIDGE HEALTHCARE LLC MEDBRIDGE HEALTHCARE 401(K) RETIREMENT PLAN | GREENVILLE SC | 309 | $10.5M | $70K |
| 7 | GAVS TECHNOLOGIES NA, INC. GAVS TECHNOLOGIES NA, INC. 401(K) PLAN | PRINCETON NJ | 351 | $6.7M | $64K |
| 8 | CARDENAS MARKETS LLC CARDENAS MARKETS LLC 401(K) PLAN | ONTARIO CA | 4,881 | $12.6M | $63K |
| 9 | QUALITY MANAGEMENT RESOURCES,INC QUALITY MANAGEMENT RESOURCES I 401K PROFIT SHARING PLAN & TRUST | LAFAYETTE LA | 77 | $3.1M | $22K |
| 10 | HOLADAY CIRCUITS, INCORPORATED FTG CIRCUITS MINNETONKA, LLC 401(K) PLAN | MINNETONKA MN | 126 | $12.9M | $19K |
