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 Instl Mutual Fund in their Schedule of Assets, totaling $69K 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 | BBENEFITS, LLC BBENEFITS, LLC 401(K) PLAN | HOUSTON TX | 120 | $6.5M | $61K |
| 2 | ASCENT CLASSICAL ACADEMIES ASCENT CLASSICAL ACADEMIES 403B PLAN | GOLDEN CO | 28 | $711K | $5K |
| 3 | LAHLOUH, INC. LAHLOUH, INC. 401(K) SAVINGS PLAN |
| 199 |
| $14.1M |
| $3K |
