Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Principal Real Estate Securities Fund - in their Schedule of Assets, totaling $31.5M 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 | INFINEON TECHNOLOGIES AMERICAS CORP. INFINEON TECHNOLOGIES SAVINGS PLAN | MILPITAS CA | 3,569 | $1.7B | $5.2M |
| 2 | GARNET HEALTH MEDICAL CENTER GARNET HEALTH MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | MIDDLETOWN NY | 4,127 | $296.5M | $3.8M |
| 3 | GREENBERG TRAURIG, PA |
DORAL FL |
| 3,961 |
| $1.6B |
| $3.2M |
| 4 | DUCKS UNLIMITED, INC. DUCKS UNLIMITED, INC. 401(K) PLAN | MEMPHIS TN | 835 | $185.5M | $2.7M |
| 5 | AMERICAN UNIVERSITY AMERICAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,612 | $1.4B | $2.1M |
| 6 | AMERIHEALTH CARITAS SERVICES, LLC AMERIHEALTH CARITAS PENSION PLAN | NEWTOWN SQUARE PA | 1,227 | $187.9M | $1.7M |
| 7 | BRADFORD COMPANY BRADFORD COMPANY RETIREMENT SAVINGS PLAN | HOLLAND MI | 416 | $57.0M | $1.7M |
| 8 | FAMILY HEALTH INTERNATIONAL FHI 360 EMPLOYEES' 403(B) PLAN | DURHAM NC | 1,285 | $202.4M | $1.4M |
| 9 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $928K |
| 10 | NEW-INDY CONTAINERBOARD LLC NEW-INDY CONTAINERBOARD LLC - MILL DIVISION 401K RETIREMENT SAVINGS PLAN | ONTARIO CA | 765 | $135.6M | $904K |
