Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Principal Real Estate Securities Fund; Institutional Class in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VACO HOLDINGS, LLC VACO 401(K) PLAN | BRENTWOOD TN | 6,031 | $220.3M | $1.2M |
| 2 | PUBLIC HEALTH MANAGEMENT CORPORATIO PUBLIC HEALTH MANAGEMENT CORP. EMPLOYEES' MONEY PURCHASE PENSION PLAN | PHILADELPHIA PA | 1,371 | $73.4M | $864K |
| 3 | CONSIGLI CONSTRUCTION CO., INC. CONSIGLI CONSTRUCTION CO., INC. PROFIT SHARING/401(K) PLAN AND TRUST |
MILFORD MA |
| 1,808 |
| $225.1M |
| $791K |
| 4 | AMERICA'S TEST KITCHEN, LP AMERICA'S TEST KITCHEN, LP 401(K) RETIREMENT SAVINGS PLAN & TRUST | BOSTON MA | 226 | $27.4M | $644K |
| 5 | ALTURA COMMUNICATON SOLUTIONS, LLC ALTURA COMMUNICATION SOLUTIONS PENSION PLAN FOR CERTAIN UNION REPRESENTED EMPLOYEES | TULSA OK | 9 | $11.8M | $549K |
| 6 | BAG MAKERS, INC. BAG MAKERS, INC. 401(K)/PROFIT SHARING PLAN | UNION IL | 331 | $16.7M | $323K |
| 7 | PEPSI BOTTLING VENTURES LLC PEPSI BOTTLING VENTURES 401(K) PLAN | RALEIGH NC | 3,141 | $219.7M | $166K |
| 8 | AZUL SYSTEMS, INC. AZUL SYSTEMS, INC. 401(K) PLAN | SUNNYVALE CA | 104 | $21.1M | $158K |
| 9 | SENTINEL PEAK RESOURCES MANAGEMENT LLC SENTINEL PEAK RESOURCES MANAGEMENT LLC 401(K) PLAN | ENGLEWOOD CO | 268 | $53.6M | $68K |
| 10 | SPR THERAPEUTICS, INC. SPR THERAPEUTICS, INC. 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 264 | $15.6M | $57K |
