Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Principal Real Estate Securities Fd R-6 in their Schedule of Assets, totaling $2.5M 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 | SOCOTEC, INC. SOCOTEC, INC. PROFIT SHARING PLAN | NEW YORK NY | 474 | $82.7M | $739K |
| 2 | JC LICHT, LLC JC LICHT 401(K) PLAN | ADDISON IL | 386 | $5.8M | $438K |
| 3 | AMERICAN RADIO TELEVISION CABLE, INC. AMERICAN RADIO TELEVISION 401(K) PLAN |
| 315 |
| $19.0M |
| $430K |
| 4 | TRIMARK CORPORATION TRIMARK CORPORATION 401K RETIREMENT PLAN | NEW HAMPTON IA | 360 | $25.3M | $156K |
| 5 | RBC, INCORPORATED RBC EMPLOYEE RETIREMENT PLAN | ALEXANDRIA VA | 0 | $24.3M | $149K |
| 6 | SNOWDEN CAPITAL ADVISORS LLC SNOWDEN CAPITAL ADVISORS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 146 | $21.2M | $134K |
| 7 | ACE TELEPHONE ASSOCIATION ACENTEK 401(K) PLAN | HOUSTON MN | 116 | $38.0M | $113K |
| 8 | ENVISION AESC US, LLC ENVISION AESC US, LLC 401(K) PLAN | SMYRNA TN | 799 | $29.9M | $101K |
| 9 | DISTEK INTEGRATION, INC. DISTEK INTEGRATION, INC. 401(K) PROFIT SHARING PLAN | CEDAR FALLS IA | 143 | $23.7M | $101K |
| 10 | CONTROL SOLUTIONS LLC CONTROL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN | AURORA IL | 77 | $13.3M | $76K |
