Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Principal Real Estate Securities Fund Mutual Funds in their Schedule of Assets, totaling $12.5M 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 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 21,620 | $5.0B | $5.8M |
| 2 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA TAX-DEFERRED ANNUITY PLAN | LOS ANGELES CA | 25,110 | $4.8B | $5.5M |
| 3 | DLB ASSOCIATES CONSULTING ENGINEERS, PC |
NEPTUNE NJ |
| 324 |
| $61.1M |
| $854K |
| 4 | DFT INC. DFT INC. 401(K) PLAN | RIVERSIDE CA | 542 | $6.5M | $225K |
| 5 | SPRENGER ENTERPRISES, INC. SPRENGER RETIREMENT CENTERS EMPLOYEES' RETIREMENT PLAN AND TRUST | LORAIN OH | 1,874 | $31.1M | $44K |
| 6 | EFFECTIVE SCHOOL SOLUTIONS, LLC EFFECTIVE SCHOOL SOLUTIONS, LLC 401(K) PLAN | NEW PROVIDENCE NJ | 551 | $9.3M | $19K |
