Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Real Estate Securities Class R6 in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAROMONT HEALTH, INC. CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN | GASTONIA NC | 5,245 | $510.8M | $2.9M |
| 2 | JEWISH HOME LIFECARE, MANHATTAN TNJH 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,083 | $47.5M | $1.1M |
| 3 | CASCADE DIE CASTING GROUP, INC. CASCADE DIE CASTING GROUP EMPLOYEES 401(K) RETIREMENT PLAN |
GRAND RAPIDS MI |
| 322 |
| $11.1M |
| $291K |
| 4 | 1-800-PACK-RAT, LLC 1-800-PACK-RAT, LLC 401(K) PLAN | WAKE FOREST NC | 730 | $11.0M | $251K |
| 5 | TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN | ST. PAUL MN | 1,408 | $204.0M | $162K |
| 6 | THE IVYMOUNT SCHOOL, INC. THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN | ROCKVILLE MD | 275 | $24.8M | $57K |
| 7 | ANGUS BARN, LTD, LLC ANGUS BARN 401(K) PROFIT SHARING PLAN | RALEIGH NC | 254 | $16.0M | $11K |
