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 Mutual Funds in their Schedule of Assets, totaling $348K 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 | AUGUSTINE CONSULTING, INC. AUGUSTINE CONSULTING, INC. 401(K) PLAN & TRUST | HAMILTON NJ | 168 | $18.4M | $228K |
| 2 | LYON, LLC LYON, LLC 401(K) RETIREMENT PLAN | MONTGOMERY IL | 280 | $13.0M | $78K |
| 3 | DESIGN LABORATORY DESIGN LABORATORY INC. 401(K)PLAN |
BELLEVUE WA |
| 69 |
| $6.5M |
| $42K |
