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 R5 Fund " in their Schedule of Assets, totaling $266K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MELISSA & DOUG, LLC MELISSA & DOUG, LLC 401(K) PROFIT SHARING PLAN | WESTPORT CT | 306 | $38.4M | $218K |
| 2 | HARLEM VILLAGE ACADEMY CHARTER SCHOOL HARLEM VILLAGE ACADEMY CHARTER SCHOOL 403(B) PLAN | NEW YORK NY | 198 | $16.0M | $47K |
