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 R6 Fund Mutual fund in their Schedule of Assets, totaling $4.1M 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 | SEARLES VALLEY MINERALS INC. SEARLES VALLEY MINERALS 401(K) PLAN | OVERLAND PARK KS | 532 | $115.0M | $2.0M |
| 2 | ON LOK INC. ON LOK RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,242 | $119.0M | $1.3M |
| 3 | WHITING DOOR MANUFACTURING CORP. WHITING DOOR MANUFACTURING CORP. 401(K) RETIREMENT PLAN |
AKRON NY |
| 417 |
| $34.9M |
| $372K |
| 4 | BL COMPANIES, INC. BL COMPANIES 401(K) PLAN | MERIDEN CT | 395 | $64.3M | $273K |
| 5 | GAIA INTERNATIONAL, INC. GAIA, INC. 401(K) PLAN | LOUISVILLE CO | 105 | $13.0M | $76K |
| 6 | SPRING VENTURE GROUP, LLC SPRING VENTURE GROUP, LLC 401(K) PLAN | KANSAS CITY MO | 1,228 | $28.4M | $50K |
| 7 | ASSOCIATION FOR NEUROLOGICALLY IMPAIRED BRAIN INJURED CHILDREN INC. ANIBIC 403(B) PLAN | OAKLAND GARDENS NY | 166 | $3.1M | $14K |
| 8 | NEIGHBORHOOD DEFENDER SERVICE, INC. NEIGHBORHOOD DEFENDER SERVICE, INC. TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 331 | $15.9M | $9K |
| 9 | REAL SERVICES, INC. REAL SERVICES, INC. 403(B) PLAN | SOUTH BEND IN | 187 | $7.5M | $1K |
