Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Real Estate Securities Institutional in their Schedule of Assets, totaling $980K 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 | WAYNE MEMORIAL HOSPITAL WAYNE MEMORIAL DEFINED CONTRIBUTION 403(B) PLAN | HONESDALE PA | 1,268 | $78.8M | $640K |
| 2 | MJ INSURANCE INC. MJ INSURANCE, INC. 401(K) PLAN | CARMEL IN | 225 | $41.9M | $187K |
| 3 | LIFECARE ALLIANCE LIFECARE ALLIANCE 403(B) RETIREMENT PLAN |
COLUMBUS OH |
| 276 |
| $5.3M |
| $118K |
| 4 | THE BOSTON SCHOOL BUS DRIVERS' DEFERRED RTMT & SVGS PLAN COMMITTEE BOSTON SCHOOL BUS DRIVERS DEFERRED RETIREMENT AND SAVINGS PLAN | ROSLINDALE MA | 894 | $59.1M | $24K |
| 5 | RS INTEGRATED SUPPLY US RS INTEGRATED SUPPLY US INC. 401K PLAN | RADNOR PA | 541 | $33.1M | $11K |
