Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Real Estate Securities Inst Registered Investment Companies in their Schedule of Assets, totaling $550K 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 | WESTMINSTER UNIVERSITY WESTMINSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALT LAKE CITY UT | 597 | $86.7M | $494K |
| 2 | TIRE DISCOUNTERS, INC. TIRE DISCOUNTERS RETIREMENT SAVINGS PLAN | CINCINNATI OH | 2,788 | $32.6M | $52K |
| 3 | FRANKLY MEDIA, LLC FRANKLY MEDIA, LLC 401(K) PLAN |
LONG ISLAND CITY NY |
| 76 |
| $5.0M |
| $5K |
