Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Real Estate Securities R6 Mutual Funds in their Schedule of Assets, totaling $1.5M 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 | SOLARIS HEALTH HOLDINGS, LLC SOLARIS 401(K) PLAN | FT. LAUDERDALE FL | 5,644 | $464.7M | $1.4M |
| 2 | TRAX INTERNATIONAL CORPORATION TRAX INTERNATIONAL CORPORATION SAVINGS AND RETIREMENT PLAN | LAS VEGAS NV | 1,367 | $113.1M | $165K |
| 3 | K MOTORS, INC. K MOTORS, INC. 401(K) PLAN |
EL CAJON CA |
| 398 |
| $19.8M |
| $18K |
| 4 | VERRICA PHARMACEUTICALS VERRICA PHARMACEUTICALS 401(K) | WEST CHESTER PA | 102 | $5.8M | $4K |