Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Principal Real Estate Securities Fund‐ Class R6 in their Schedule of Assets, totaling $3.7M 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 | NEW SAGEVIEW ADVISORY GROUP, LLC SAGEVIEW ADVISORY GROUP 401(K)PLAN | NEWPORT BEACH CA | 0 | $84.2M | $1.1M |
| 2 | DAKOTA RED CORPORATION DAKOTA RED CORPORATION 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 164 | $32.0M | $744K |
| 3 | ON-BOARD ENGINEERING CORPORATION |
EAST WINDSOR NJ |
| 987 |
| $20.8M |
| $400K |
| 4 | PUGET SOUND PIPE & SUPPLY CO., INC. PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLAN | KENT WA | 164 | $17.7M | $329K |
| 5 | SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN | PLYMOUTH MEETING PA | 1,233 | $49.3M | $232K |
| 6 | ALTO PHARMACY LLC ALTO PHARMACY 401(K) PLAN | SAN FRANCISCO CA | 551 | $23.7M | $206K |
| 7 | MARQUIS MANAGEMENT, LLC. MARQUIS MANAGEMENT, LLC.401K PLAN | HENNEPIN IL | 448 | $42.0M | $202K |
| 8 | CAPITAL BANK, N.A. CAPITAL BANK 401(K) PLAN | ROCKVILLE MD | 411 | $32.5M | $175K |
| 9 | B-STOCK SOLUTIONS, INC. B-STOCK SOLUTIONS, INC. RETIREMENT TRUST | SAN MATEO CA | 216 | $14.0M | $154K |
| 10 | HAAKON INDUSTRIES, INC. ARCHBRIGHT MULTIPLE EMPLOYER PLAN AS ADOPTED BY HAAKON INDUSTRIES, INC. | CHENEY WA | 196 | $6.4M | $101K |
