Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Principal Real Estate Securities R6 Fund+ + in their Schedule of Assets, totaling $2.8M 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 | SAN DIEGO ZOO WILDLIFE ALLIANCE SAN DIEGO ZOO WILDLIFE ALLIANCE 403(B) PLAN | SAN DIEGO CA | 3,042 | $185.5M | $1.4M |
| 2 | PRIMARY HEALTH NETWORK PRIMARY HEALTH NETWORK RETIREMENT SAVINGS PLAN | SHARON PA | 668 | $36.4M | $377K |
| 3 | ASSOCIATION FOR SUPERVISION AND CURRICULUM DEVELOPMENT |
ARLINGTON VA |
| 196 |
| $52.6M |
| $335K |
| 4 | ARLINGTON PROPERTIES, LLC ARLINGTON HOLDING COMPANY 401(K) PLAN | BIRMINGHAM AL | 732 | $17.1M | $234K |
| 5 | NACARATO TRUCKS GENERAL PARTNERSHIP NACARATO TRUCKS GENERAL PARTNERSHIP 401(K) PLAN | LA VERGNE TN | 264 | $16.3M | $160K |
| 6 | INDUSTRIES FOR THE BLIND AND VISUALLY IMPAIRED, INC. INDUSTRIES FOR THE BLIND AND VISUALLY IMPAIRED, INC. RETIREMENT SAVINGS PLAN | WEST ALLIS WI | 236 | $7.8M | $114K |
| 7 | HELSINN THERAPEUTICS (U.S.), INC. HELSINN THERAPEUTICS (U.S.), INC. 401(K) PLAN | ISELIN NJ | 41 | $17.3M | $109K |
| 8 | G2.COM, INC. G2.COM, INC. 401(K) PLAN | CHICAGO IL | 354 | $31.5M | $94K |
| 9 | HOLMAN DISTRIBUTION CENTER OF WASHINGTON INC HOLMAN DISTRIBUTION CENTERS 401(K) PROFIT SHARING PLAN | FEDERAL WAY WA | 1,096 | $33.3M | $17K |
| 10 | INTERNATIONAL REPUBLICAN INSTITUTE INTERNATIONAL REPUBLICAN INSTITUTE RETIREMENT SAVINGS PLAN | WASHINGTON DC | 388 | $56.4M | $2K |
