Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Principal Real Estate Securities Fund – R6 in their Schedule of Assets, totaling $7.8M 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 | PUBLIC STORAGE PS 401(K) PROFIT SHARING PLAN | GLENDALE CA | 5,502 | $221.9M | $3.0M |
| 2 | LINCOLN INDUSTRIES, INC. LINCOLN INDUSTRIES 401(K) RETIREMENT SAVINGS PLAN | LINCOLN NE | 652 | $72.1M | $1.2M |
| 3 | ATHLETICO, LTD. ATHLETICO, LTD. EMPLOYEES PROFIT SHARING PLAN |
OAK BROOK IL |
| 9,048 |
| $410.3M |
| $832K |
| 4 | UNIVERSAL PURE HOLDINGS, LLC UNIVERSAL PURE 401(K) PLAN | VILLA RICA GA | 1,032 | $6.5M | $541K |
| 5 | PALADIN TECHNOLOGIES PALADIN TECHNOLOGIES 401(K) PLAN | BURNSVILLE MN | 728 | $42.0M | $472K |
| 6 | OPTIMIZELY NORTH AMERICA INC. OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST | NASHUA NH | 505 | $74.6M | $405K |
| 7 | SOUTHERN FIRST BANK SOUTHERN FIRST BANK 401(K) PLAN | GREENVILLE SC | 298 | $31.1M | $337K |
| 8 | NEPTUNE TRADING GROUP NEPTUNE TRADING GROUP 401(K) PLAN | NEWPORT RI | 127 | $5.3M | $206K |
| 9 | PRIME AE GROUP, INC. PRIME AE GROUP, INC. 401(K) PLAN | COLUMBUS OH | 431 | $44.0M | $204K |
| 10 | BAHA INDUSTRIES CORP. D/B/A OPEN SYSTEMS TECHNOLOGIES BAHA INDUSTRIES CORP. D/B/A OPEN SYSTEMS TECHNOLOGIES 401(K) PLAN | NEW YORK NY | 330 | $28.5M | $156K |
