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 R6 Mutual fund in their Schedule of Assets, totaling $1.4M 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 | ASANA INC. ASANA INC. 401(K) PLAN | SAN FRANCISCO CA | 1,402 | $169.4M | $728K |
| 2 | COACH USA, INC. COACH USA, INC. 401(K) AND SAVINGS PLAN | PARAMUS NJ | 2,285 | $75.7M | $349K |
| 3 | ZSPACE, INC. ZSPACE, INC. 401(K) PLAN | SAN JOSE CA |
| 85 |
| $15.6M |
| $233K |
| 4 | BASEMENT SYSTEMS, INC. BASEMENT SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | SEYMOUR CT | 457 | $12.8M | $74K |
| 5 | ALLIED FIRE PROTECTION, LP ALLIED FIRE PROTECTION, LP 401(K) PROFIT SHARING PLAN AND T | PEARLAND TX | 460 | $9.1M | $23K |
| 6 | ACADEMIC MEDICAL GROUP, INC. ACADEMIC MEDICAL GROUP, INC. 403(B) PLAN | TAMPA FL | 1,948 | $21.6M | $15K |
