Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding Principal Real Estate Securities Fund Mutual fund - in their Schedule of Assets, totaling $26.7M 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 | STONEX GROUP INC. STONEX GROUP INC. 401(K) PLAN | KANSAS CITY MO | 1,824 | $309.2M | $4.5M |
| 2 | TAMPA BAY RAYS BASEBALL LTD. TAMPA BAY RAYS 401K PLAN | ST PETERSBURG FL | 588 | $60.8M | $4.1M |
| 3 | FEDERAL REALTY OP LP FEDERAL REALTY INVESTMENT TRUST SAVINGS AND RETIREMENT 401(K) PLAN |
ROCKVILLE MD |
| 327 |
| $76.9M |
| $2.0M |
| 4 | CHILDREN'S LAW CENTER OF CALIFORNIA CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN | MONTEREY PARK CA | 566 | $71.5M | $2.0M |
| 5 | AVALARA, INC. AVALARA, INC. 401(K) PLAN | SEATTLE WA | 2,309 | $232.3M | $1.4M |
| 6 | PROGRESS SOFTWARE CORPORATION PROGRESS SOFTWARE CORPORATION 401(K) PLAN | BURLINGTON MA | 1,254 | $405.5M | $1.1M |
| 7 | PIXELOGIC MEDIA PARTNERS, LLC PIXELOGIC 401(K) PROFIT SHARING PLAN | BURBANK CA | 683 | $42.4M | $950K |
| 8 | UNICO PROPERTIES LLC THE UNICO 401(K) PLAN | SEATTLE WA | 213 | $62.6M | $803K |
| 9 | THE INTERLAKE STEAMSHIP COMPANY INC. PENSION PLAN FOR NON-LICENSED EMPLOYEES | MIDDLEBURG HEIGHTS OH | 162 | $27.2M | $757K |
| 10 | AMERICAN HOMES 4 RENT, L.P. AMERICAN HOMES 4 RENT, L.P. 401(K) PLAN | LAS VEGAS NV | 1,667 | $65.4M | $732K |
