Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Real Estate Securities Fund; Class R-6 in their Schedule of Assets, totaling $1.4M 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 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY NATIONAL GUARDIAN LIFE SAVINGS PLAN | MADISON WI | 358 | $65.0M | $1.1M |
| 2 | FMI CORPORATION FMI CORPORATION RETIREMENT SAVINGS 401(K) PLAN | RALEIGH NC | 191 | $67.1M | $237K |
| 3 | DISTRICT PHOTO, INC. DISTRICT PHOTO, INC. 401(K) PLAN |
BELTSVILLE MD |
| 761 |
| $34.5M |
| $38K |
| 4 | COLUMBUS CREW SC TEAM COMPANY LLC COLUMBUS CREW SC RETIREMENT PLAN | COLUMBUS OH | 186 | $6.0M | $12K |
