Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Principal Real Estate Securities R6 Mutual fund in their Schedule of Assets, totaling $12.7M 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 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY RETIREMENT PLAN | EVANSTON IL | 10,023 | $4.4B | $6.2M |
| 2 | NORTHWESTERN UNIVERSITY NORTHWESTERN UNIVERSITY VOLUNTARY SAVINGS PLAN | EVANSTON IL | 13,658 | $1.2B | $2.0M |
| 3 | JIM ELLIS ATLANTA, INC. JIM ELLIS ATLANTA, INC. 401(K) PLAN |
ATLANTA GA |
| 1,353 |
| $62.4M |
| $1.4M |
| 4 | ATLAS PACIFIC ENGINEERING COMPANY ATLAS PACIFIC PROFIT SHARING PLAN | CENTENNIAL CO | 406 | $81.2M | $788K |
| 5 | FOWLER PROPERTY ACQUISITIONS, LLC FOWLER PROPERTY ACQUISITIONS, LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 171 | $22.2M | $741K |
| 6 | THE ADVERTISING CHECKING BUREAU, INC. THE ADVERTISING CHECKING BUREAU, INC. 401(K) PLAN | NEW YORK NY | 289 | $21.3M | $568K |
| 7 | SAATI AMERICAS CORPORATION SAATI AMERICAS CORPORATION 401(K) PLAN | FOUNTAIN INN SC | 133 | $25.4M | $341K |
| 8 | TNHC REALTY AND CONSTRUCTION, INC. THE NEW HOME COMPANY 401(K) PLAN | IRVINE CA | 365 | $35.9M | $154K |
| 9 | REKOR SYSTEMS, INC. REKOR SYSTEMS, INC. 401(K) PLAN | COLUMBIA MD | 240 | $9.3M | $152K |
| 10 | PORTFOLIO MEDIA, INC. PORTFOLIO MEDIA, INC. 401(K) P/S PLAN | NEW YORK NY | 313 | $25.2M | $145K |
