Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Real Estate Securities Fund Institutional Class Registered Investment Company in their Schedule of Assets, totaling $174K 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 | THE CORPORATION OF FINE ARTS MUSEUMS THE CORPORATION OF FINE ARTS MUSEUMS 401(K) PLAN | SAN FRANCISCO CA | 240 | $27.4M | $100K |
| 2 | HOMESERVE USA CORP. HOMESERVE USA 401(K) PLAN FOR UNION EMPLOYEES | NORWALK CT | 338 | $34.7M | $75K |
