Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Principal Real Estate Securities R6 Fund Mutual fund in their Schedule of Assets, totaling $4.3M 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 | 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 | THE PENNSYLVANIA HORTICULTURAL SOCIETY THE PENNSYLVANIA HORTICULTURAL SOCIETY DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 132 | $15.2M | $227K |
| 6 | GAIA INTERNATIONAL, INC. GAIA, INC. 401(K) PLAN | LOUISVILLE CO | 105 | $13.0M | $76K |
| 7 | SPRING VENTURE GROUP, LLC SPRING VENTURE GROUP, LLC 401(K) PLAN | KANSAS CITY MO | 1,228 | $28.4M | $50K |
| 8 | ASSOCIATION FOR NEUROLOGICALLY IMPAIRED BRAIN INJURED CHILDREN INC. ANIBIC 403(B) PLAN | OAKLAND GARDENS NY | 166 | $3.1M | $14K |
| 9 | NEIGHBORHOOD DEFENDER SERVICE, INC. NEIGHBORHOOD DEFENDER SERVICE, INC. TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 331 | $15.9M | $9K |
| 10 | GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES, INC. GULF COAST JFCS 403(B) PLAN | CLEARWATER FL | 608 | $7.3M | $3K |
