Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Real Estate Sec R6 Mutual fund in their Schedule of Assets, totaling $2.9M 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 | 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 | BIG STONE THERAPIES, INC. BIG STONE THERAPIES, INC. RETIREMENT PLAN | BIG STONE CITY SD | 579 | $23.0M | $115K |
| 6 | TURNINGPOINT GLOBAL SOLUTIONS, LLC TURNINGPOINT 401(K) PLAN | ROCKVILLE MD | 102 | $15.9M | $97K |
| 7 | DG ARCHITECTS, INC. DGA DGA 401(K) PROFIT SHARING PLAN | MOUNTAIN VIEW CA | 170 | $40.2M | $31K |
