Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Principal Real Estate Securities Fund Registered investment company 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 | ZONAR SYSTEMS INC ZONAR SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE WA | 325 | $39.9M | $456K |
| 2 | COLUMBIA LUTHERAN CHARITIES DBA COLUMBIA MEMORIAL HOSPITAL COLUMBIA MEMORIAL HOSPITAL 403(B) TAX DEFERRED ANNUITY | ASTORIA OR | 761 | $51.1M | $319K |
| 3 | CUTERA, INC. |
BRISBANE CA |
| 297 |
| $34.9M |
| $205K |
| 4 | COLUMBIA LUTHERAN CHARITIES DBA COLUMBIA MEMORIAL HOSPITAL COLUMBIA MEMORIAL HOSPITAL TSA/THRIFT PLAN AND TRUST | ASTORIA OR | 659 | $28.1M | $142K |
| 5 | ALASKA NATIVE TRIBAL HEALTH CONSORTIUM ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN | ANCHORAGE AK | 4,336 | $227.2M | $131K |
| 6 | HUFFY HOLDINGS INC. HUFFY HOLDINGS SAVINGS PLAN | MIAMISBURG OH | 172 | $20.6M | $98K |
| 7 | DAY 1 ACADEMIES DAY 1 ACADEMIES 401(K) PLAN | MERCER ISLAND WA | 628 | $14.3M | $11K |
