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 R6 Registered Investment Company in their Schedule of Assets, totaling $13.8M 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 | EVERSHEDS SUTHERLAND (US) LLP EVERSHEDS SUTHERLAND (US) LLP MASTER RETIREMENT TRUST | WASHINGTON DC | — | $495.1M | $5.8M |
| 2 | EVERSHEDS SUTHERLAND (US) LLP EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN A | WASHINGTON DC | 694 | $437.6M | $5.0M |
| 3 | WYRICK ROBBINS YATES & PONTON LLP |
RALEIGH NC |
| 174 |
| $101.7M |
| $1.6M |
| 4 | EVERSHEDS SUTHERLAND (US) LLP EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN B | WASHINGTON DC | 321 | $70.2M | $751K |
| 5 | FOSTER, SWIFT, COLLINS & SMITH, P.C. FOSTER, SWIFT, COLLINS & SMITH, P.C. EMPLOYEE PROFIT SHARING PLAN | LANSING MI | 203 | $82.7M | $649K |
