Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Principal Real Estate Sec R6 in their Schedule of Assets, totaling $11.2M 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 | EQUIFAX, INC EQUIFAX INC. 401K PLAN | ATLANTA GA | 6,424 | $1.5B | $8.2M |
| 2 | SOUTHERN BANK AND TRUST COMPANY THE ENHANCED CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF SOUTHERN BANK AND TRUST COMPANY | MOUNT OLIVE NC | 466 | $43.7M | $693K |
| 3 | GUNSTER, YOAKLEY & STEWART, P.A. |
WEST PALM BEACH FL |
| 495 |
| $242.7M |
| $406K |
| 4 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $374K |
| 5 | BOWA BUILDERS, INC. BOWA BUILDERS, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 82 | $16.0M | $350K |
| 6 | THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | LANSING MI | 1,396 | $334.9M | $298K |
| 7 | AVERY COONLEY SCHOOL AVERY COONLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DOWNERS GROVE IL | 76 | $20.7M | $285K |
| 8 | SOLUPAY CONSULTING LLC VERSAPAY 401(K) PLAN | ATLANTA GA | 185 | $12.8M | $163K |
| 9 | GPA ACQUISITION COMPANY, LLC FEDRIGONI US EMPLOYEE SAVINGS & RETIREMENT PLAN | MCCOOK IL | 239 | $22.5M | $149K |
| 10 | KEENELAND ASSOCIATION, INC. KEENELAND ASSOCIATION, INC. 401(K) PLAN | LEXINGTON KY | 405 | $18.8M | $127K |
