Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal Real Estate Securities Fd R6 in their Schedule of Assets, totaling $8.2M 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 | MERCY HEALTH CORPORATION MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN | ROCKFORD IL | 7,008 | $827.7M | $4.3M |
| 2 | ANCESTRY.COM OPERATIONS INC. ANCESTRY RETIREMENT SAVINGS AND INVESTMENT PLAN | LEHI UT | 1,108 | $219.7M | $1.7M |
| 3 | ACADIA HEALTHCARE COMPANY, INC. |
FRANKLIN TN |
| 22,735 |
| $296.7M |
| $1.2M |
| 4 | PRIDGEON & CLAY, INC. PRIDGEON & CLAY, INC. 401(K) RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 582 | $55.7M | $516K |
| 5 | THOMAS, JUDY AND TUCKER P.A. THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN | RALEIGH NC | 230 | $26.4M | $310K |
| 6 | FERNANDES MASONRY, INC. FERNANDES MASONRY, INC. 401(K) PLAN | NEW BEDFORD MA | 199 | $18.2M | $88K |
| 7 | W3, LLC W3, LLC 401(K) PLAN | ALPHARETTA GA | 719 | $16.9M | $36K |
| 8 | ROCKY MOUNTAIN COLLEGE, LLC DBA ROCKY MOUNTAIN COLLEGE OF ART + DESIGN ROCKY MOUNTAIN COLLEGE, LLC 401(K) PLAN | LAKEWOOD CO | 266 | $6.2M | $28K |
| 9 | DONALD B. REMMEY, INC. DONALD B. REMMEY INC. 401K PLAN | LEHIGHTON PA | 162 | $4.6M | $24K |
