Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Principal Real Estate Securities Instl Principal 0 in their Schedule of Assets, totaling $5.5M 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 | BAYVIEW ASSET MANAGEMENT LLC BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | CORAL GABLES FL | 1,638 | $230.0M | $1.9M |
| 2 | R.F. MACDONALD COMPANY R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN | HAYWARD CA | 271 | $49.2M | $1.1M |
| 3 | ADVANCED TECHNOLOGY SERVICES, INC. |
PEORIA IL |
| 2,062 |
| $205.1M |
| $476K |
| 4 | SIDOCK GROUP, INC. SIDOCK GROUP INC. 401(K) | NOVI MI | 133 | $15.1M | $385K |
| 5 | MEMORIAL MEDICAL GROUP MEMORIAL MEDICAL GROUP 401(K) PLAN | MARYSVILLE OH | 149 | $9.5M | $294K |
| 6 | VAUGHN SILVERBERG & ASSOCIATES LLP VAUGHN, SILVERBERG & ASSOCIATES PS PLAN | AUSTIN TX | 80 | $15.1M | $267K |
| 7 | CARREFOUR ASSOCIATES L.L.C CARREFOUR ASSOCIATES LLC P/S 401K PLAN | TULSA OK | 639 | $26.4M | $150K |
| 8 | INNOVATIVE LEARNING, INC. INNOVATIVE LEARNING, INC. 403(B) RETIREMENT PLAN | ANNAPOLIS MD | 214 | $21.9M | $137K |
| 9 | DORIAN STUDIO, INC. DORIAN STUDIO INC 401(K) PLAN | SPOKANE WA | 189 | $21.5M | $133K |
| 10 | LUMINATOR TECHNOLOGY GROUP, INC. LUMINATOR TECHNOLOGY GROUP 401(K) PLAN | PLANO TX | 348 | $30.7M | $123K |
