Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Principal Real Estate Securities Inst. in their Schedule of Assets, totaling $9.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QLIKTECH INC. QLIKTECH INC. 401(K) PLAN | KING OF PRUSSIA PA | 1,016 | $184.1M | $1.8M |
| 2 | COTTON INCORPORATED COTTON INCORPORATED PENSION PLAN | CARY NC | 121 | $36.5M | $993K |
| 3 | RADIOLOGY ASSOCIATES OF TALLAHASSEE, P.A. RADIOLOGY ASSOCIATES OF TALLAHASSEE, P.A. 401(K) PROFIT SHARING PLAN |
TALLAHASSEE FL |
| 192 |
| $42.4M |
| $628K |
| 4 | UNDERWATER CONSTRUCTION CORPORATION UNDERWATER CONSTRUCTION CORPORATION 401(K) PLAN | ESSEX CT | 173 | $30.2M | $615K |
| 5 | CAELUM RESEARCH CORPORATION CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN | ROCKVILLE MD | 262 | $10.8M | $520K |
| 6 | DYNATA, LLC DYNATA, LLC EMPLOYEE 401(K) PLAN | SHELTON CT | 4,474 | $114.1M | $486K |
| 7 | NORTH FLORIDA SURGEONS, P.A. NORTH FLORIDA SURGEONS, P.A. PROFIT SHARING PLAN | JACKSONVILLE FL | 763 | $86.9M | $474K |
| 8 | F & V COMPANIES INC FLEIS & VANDENBRINK ENGINEERING, INC. 401(K) PLAN | GRAND RAPIDS MI | 296 | $24.8M | $444K |
| 9 | THERADEX SYSTEMS, INC. THERADEX SYSTEMS, INC. RETIREMENT SAVINGS PLAN | PRINCETON NJ | 95 | $22.1M | $343K |
| 10 | CALFRAC WELL SERVICES CORP. CALFRAC WELL SERVICES CORP. 401K PLAN AND TRUST | DENVER CO | 733 | $50.6M | $287K |
