Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Real Estate Sec in their Schedule of Assets, totaling $1.7M 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 | MAG DS CORP. MAG DS CORP. 401K PLAN | FAIRFAX VA | 875 | $114.0M | $1.4M |
| 2 | MAGNUSSON KLEMENCIC ASSOCIATES INC. MAGNUSSON KLEMENCIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST WITH 401(K) | SEATTLE WA | 147 | $77.3M | $300K |
