Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Real Estate Securities R6 Registered Investment Company in their Schedule of Assets, totaling $3.5M 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 | COTIVITI INTERMEDIATE HOLDING CORP. COTIVITI SAVINGS PLAN | SOUTH JORDAN UT | 4,946 | $448.3M | $2.5M |
| 2 | PHYNET DERMATOLOGY, LLC PHYNET DERMATOLOGY, LLC 401(K) PLAN | FRANKLIN TN | 1,446 | $54.6M | $947K |
| 3 | PARK VENTURES, LLC PARK VENTURES, LLC AND AFFILIATES 401(K) RETIREMENT PLAN |
EL SEGUNDO CA |
| 66 |
| $8.8M |
| $17K |
