Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Principal Real Estate Securities Fd R-6 Mutual fund in their Schedule of Assets, totaling $5.1M 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 | GABLES RESIDENTIAL SERVICES, INC. GABLES RESIDENTIAL SERVICES, INC. 401(K) PLAN | ATLANTA GA | 691 | $103.9M | $1.8M |
| 2 | PIEDMONT HEALTHCARE, P.A. PIEDMONT HEALTHCARE EMPLOYEES' 401K PLAN AND TRUST | STATESVILLE NC | 871 | $177.0M | $1.6M |
| 3 | BAL SEAL ENGINEERING, INC. |
FOOTHILL RANCH CA |
| 519 |
| $40.7M |
| $352K |
| 4 | HARTUNG GLASS INDUSTRIES, INC. GLASS INDUSTRIES 401(K) PLAN | SEATTLE WA | 918 | $28.4M | $304K |
| 5 | B.S.D. CAPITAL, INC. LENDISTRY 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 265 | $9.3M | $167K |
| 6 | BRIGGS MANAGEMENT, LLC. DAIQUIRIS/FAT TUESDAY RETIREMENT SAVINGS PLAN | CORAL GABLES FL | 249 | $9.9M | $143K |
| 7 | SHARP TRANSIT, LLC SHARP TRANSIT, LLC EMPLOYEES 401(K) RETIREMENT PLAN | SALISBURY NC | 599 | $7.3M | $99K |
| 8 | ALPHA OMEGA INTEGRATION, LLC ALPHA OMEGA INTEGRATION, LLC 401(K) RETIREMENT TRUST | VIENNA VA | 502 | $24.2M | $96K |
| 9 | ACUTEC PRECISION AEROSPACE, INC. ACUTEC PRECISION AEROSPACE, INC. 401(K) PROFIT SHARING PLAN | MEADVILLE PA | 477 | $23.7M | $92K |
| 10 | VETERANS EZ INFO, INC. VETSEZ 401(K) PLAN | SAN DIEGO CA | 243 | $12.8M | $82K |
