Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Real Estate Securities Instl Registered investment company in their Schedule of Assets, totaling $85K 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 | PIVOTAL COMMWARE, INC. PIVOTAL COMMWARE 401(K) PLAN | BOTHELL WA | 47 | $11.1M | $71K |
| 2 | ESSENTIAL BAKING COMPANY, INC. ESSENTIAL BAKING COMPANY, INC. 401(K) PLAN | SEATTLE WA | 166 | $2.8M | $14K |
