Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Principal Real Estate Securities R6 Principal 0 in their Schedule of Assets, totaling $4.4M 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 | FREEPOINT COMMODITIES LLC FREEPOINT COMMODITIES LLC 401(K) PLAN | STAMFORD CT | 395 | $100.5M | $846K |
| 2 | COMPANY WRENCH, LTD. COMPANY WRENCH, LTD, 401(K) PROFIT SHARING PLAN | CARROLL OH | 232 | $14.8M | $680K |
| 3 | X ENERGY, LLC X ENERGY, LLC RETIREMENT TRUST |
ROCKVILLE MD |
| 430 |
| $36.7M |
| $469K |
| 4 | UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. PROFIT SHARING RETIREMENT PLAN | MADISON WI | 95 | $13.3M | $334K |
| 5 | IHC CONSTRUCTION COMPANIES, L.L.C. IHC CONSTRUCTION COMPANIES LLC PS & SVGS PLAN | ELGIN IL | 96 | $25.5M | $256K |
| 6 | GRIFFIN FORD, INC. GRIFFIN FORD, INC. 401(K) PLAN | WAUKESHA WI | 277 | $18.0M | $250K |
| 7 | OPPORTUNE LLP OPPORTUNE LLP 401(K) PLAN | HOUSTON TX | 261 | $25.7M | $211K |
| 8 | NORTHVIEW HOTELS & RESORTS, LLC NORTHVIEW HOTELS & RESORTS 401(K) PLAN | WILTON CT | 2,348 | $21.2M | $201K |
| 9 | EQUITY CONSTRUCTION SOLUTIONS EQUITY 401(K) PLAN | HILLIARD OH | 79 | $4.6M | $110K |
| 10 | H & P TECHNOLOGIES, INC. H & P TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | WARREN MI | 169 | $21.4M | $103K |
