Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Principal Real Estate Securities R6 in their Schedule of Assets, totaling $22.9M 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 | RED HAT, INC. RED HAT, INC. 401(K) AND PROFIT SHARING PLAN | RALEIGH NC | 7,529 | $1.9B | $15.8M |
| 2 | ELEMENT MATERIALS TECHNOLOGY HOLDING USA INC. ELEMENT SAVINGS AND INVESTMENT PLAN | HUNTINGTON BEACH CA | 3,289 | $341.3M | $1.4M |
| 3 | CANAL INSURANCE COMPANY CANAL INSURANCE COMPANY 401(K) SAVINGS AND INVESTMENT PLAN |
GREENVILLE SC |
| 256 |
| $51.1M |
| $1.0M |
| 4 | ST. FRANCIS COLLEGE ST. FRANCIS COLLEGE RETIREMENT PLAN | BROOKLYN NY | 228 | $99.2M | $843K |
| 5 | ALTARUM INSTITUTE ALTARUM INSTITUTE RETIREMENT & SAVINGS PLAN | NOVI MI | 268 | $79.9M | $735K |
| 6 | SOUTHERN BANK AND TRUST COMPANY THE CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF SOUTHERN BANK AND TRUST | MOUNT OLIVE NC | 132 | $40.8M | $552K |
| 7 | IOP EDELBROCK HOLDINGS, INC. EDELBROCK GROUP 401(K) RETIREMENT PLAN | OLIVE BRANCH MS | 787 | $35.5M | $429K |
| 8 | GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP ASSOC OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO MEP | COLUMBUS OH | 2,140 | $480.4M | $380K |
| 9 | LX HAUSYS AMERICA, INC. LX HAUSYS AMERICA, INC. SAVINGS PLAN | ALPHARETTA GA | 513 | $25.5M | $366K |
| 10 | ARGUS MEDIA, INC. ARGUS MEDIA INC. AND SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 258 | $40.3M | $284K |
