Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Principal Real Estate Securities Inst. Mutual Fund in their Schedule of Assets, totaling $3.6M 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 | BEACHNER CONSTRUCTION COMPANY, INC. BEACHNER EMPLOYEES SAVINGS AND RETIREMENT PLAN | ST. PAUL KS | 275 | $20.0M | $1000K |
| 2 | LAKESHORE BONE & JOINT INSTITUTE, P.C. LAKESHORE BONE & JOINT INSTITUTE RETIREMENT PLAN | CHESTERTON IN | 287 | $57.7M | $936K |
| 3 | KELLER SUPPLY COMPANY |
SEATTLE WA |
| 1,132 |
| $67.6M |
| $298K |
| 4 | GWS HOLDINGS GWS HOLDINGS 401(K) PLAN | TAVARES FL | 536 | $22.2M | $253K |
| 5 | ONSOLVE, LLC ONSOLVE, LLC 401(K) PLAN | ALPHARETTA GA | 233 | $31.0M | $238K |
| 6 | ROCKY MOUNTAIN NATURAL MEATS LLC ROCKY MOUNTAIN NATURAL MEATS LLC 401(K) PROFIT SHARING PLAN AND TRUST | HENDERSON CO | 214 | $8.9M | $174K |
| 7 | QUALIS CORPORATION QUALIS 401(K) PLAN | HUNTSVILLE AL | 293 | $45.7M | $172K |
| 8 | ALL ABOARD AMERICA! HOLDINGS, INC. ALL ABOARD AMERICA! HOLDINGS, INC. 401(K) PLAN | LAKEWOOD CO | 1,437 | $33.2M | $145K |
| 9 | MORROW MEADOWS CORPORATION MORROW MEADOWS CORPORATION 401(K) PLAN | CITY OF INDUSTRY CA | 352 | $84.5M | $110K |
| 10 | MEDIAMOSAIC, INC. DBA THE MOSAIC COMPANY MOSAIC 401(K) PLAN | RENTON WA | 137 | $22.6M | $83K |
