Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Real Estate Securities Institutional Fund " in their Schedule of Assets, totaling $1.8M 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 | ROTECH HEALTHCARE INC. ROTECH HEALTHCARE INC. 401(K) SAVINGS PLAN | ORLANDO FL | 3,273 | $74.7M | $1.7M |
| 2 | ECCO USA, INC. ECCO USA, INC. 401K PLAN | SALEM NH | 484 | $27.0M | $68K |
| 3 | AGING SERVICES OF NORTH CENTRAL MASSACHUSETTS, INC. AGING SERVICES OF NORTH CENTRAL MASSACHUSETTS, INC. 403(B) PLAN |
LEOMINSTER MA |
| 117 |
| $6.6M |
| $55K |
| 4 | CRANE 1 SERVICES, INC. CRANE 1 SERVICES, INC. RETIREMENT SAVINGS PLAN | WEST CHESTER OH | 506 | $19.0M | $30K |