Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Real Estate Securities Fund Institutional Class Mutual fund in their Schedule of Assets, totaling $203K 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 | ZOO MED LABORATORIES INC ZOO MED LABORATORIES INC 401(K) PROFIT SHARING PLAN & TRUST | SAN LUIS OBISPO CA | 152 | $8.6M | $141K |
| 2 | BRISTOL GRAPHICS, INC. DBA BRISTOL ID TECHNOLOGIES, INC. BRISTOL ID TECHNOLOGIES 401(K) PROFIT SHARING PLAN | LIMA NY | 127 | $5.1M | $49K |
| 3 | DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS |
HAVERFORD PA |
| 140 |
| $18.2M |
| $13K |
