Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Real Estate Securities Fd R-6 Registered investment company in their Schedule of Assets, totaling $528K 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 | NORTHERN STAR (POGO) LLC NORTHERN STAR (POGO) LLC 401K PLAN | FAIRBANKS AK | 650 | $69.8M | $434K |
| 2 | JBR, INC. JBR, INC. 401(K) PLAN | LINCOLN CA | 308 | $18.6M | $95K |
