Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Principal Real Estate Securities Mutual fund in their Schedule of Assets, totaling $1.1M 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 | BOZZUTO & ASSOCIATES, INC. BOZZUTO & ASSOCIATES, INC. 401(K) PLAN | GREENBELT MD | 3,505 | $190.0M | $427K |
| 2 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN | CARROLLTON TX | 9,593 | $169.6M | $246K |
| 3 | ASSOCIATION SERVICES OF WASHINGTON, INC. ARCHBRIGHT MULTIPLE EMPLOYER PLAN AS ADOPTED BY ASSOCIATION SERVICES OF WASHINGTON, INC. |
SEATTLE WA |
| 80 |
| $12.9M |
| $165K |
| 4 | RS, LLC RS, LLC 401(K) PLAN | OVERLAND PARK KS | 207 | $11.4M | $65K |
| 5 | GOLDSTEIN ENTERPRISES, INC. GOLDSTEIN AUTO GROUP 401(K) PLAN | ALBANY NY | 209 | $13.8M | $44K |
| 6 | EDWARDS, INC. EDWARDS, INC. SAVINGS PLUS PLAN | SPRING HOPE NC | 408 | $19.2M | $42K |
| 7 | JES TECH JES TECH 401(K) PLAN | HOUSTON TX | 229 | $12.6M | $31K |
| 8 | PENN ASIAN SENIOR SERVICES PENN ASIAN SENIOR SERVICES 401(K) PROFIT SHARING PLAN AND T | PHILADELPHIA PA | 572 | $5.2M | $25K |
| 9 | COMMUNITY BUILDERS OF KANSAS CITY COMMUNITY BUILDERS OF KANSAS CITY RETIREMENT PLAN | KANSAS CITY MO | 103 | $1.5M | $7K |
