Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Real Estate Sec R6 Mutual fund in their Schedule of Assets, totaling $3.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DALLAS COWBOYS FOOTBALL CLUB, LTD. THE CAPITAL ACCUMULATION PLAN FOR THE BENEFIT OF THE DALLAS COWBOYS | FRISCO TX | 862 | $102.3M | $1.8M |
| 2 | EXPERITY, INC. EXPERITY 401(K) PLAN | MACHESNEY PARK IL | 563 | $47.5M | $347K |
| 3 | ARAMSCO, INC. ARAMSCO, INC. 401(K) RETIREMENT PLAN |
RADNOR PA |
| 1,050 |
| $41.0M |
| $313K |
| 4 | ST. THOMAS SCHOOL ST. THOMAS SCHOOL DC RETIREMENT PLAN | MEDINA WA | 103 | $19.7M | $255K |
| 5 | SOUTH DAKOTA COUNCIL OF COMMUNITY BEHAVIORAL HEA SOUTH DAKOTA ASSOCIATIONS OF COMMUNITY-BASED HUMAN SERVICES RETIREMENT PLAN | PIERRE SD | 1,810 | $52.6M | $149K |
| 6 | BIG STONE THERAPIES, INC. BIG STONE THERAPIES, INC. RETIREMENT PLAN | BIG STONE CITY SD | 579 | $23.0M | $115K |
| 7 | TURNINGPOINT GLOBAL SOLUTIONS, LLC TURNINGPOINT 401(K) PLAN | ROCKVILLE MD | 102 | $15.9M | $97K |
| 8 | THE HOWARD SCHOOL, INC. THE HOWARD SCHOOL, INC. 401(K) PLAN | ATLANTA GA | 113 | $11.6M | $88K |
| 9 | SHEPPARD PRATT HEALTH SYSTEM SHEPPARD PRATT HEALTH SYSTEM THRIFT PLAN | BALTIMORE MD | 2,535 | $31.9M | $32K |
| 10 | DG ARCHITECTS, INC. DGA DGA 401(K) PROFIT SHARING PLAN | MOUNTAIN VIEW CA | 170 | $40.2M | $31K |
