Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Real Estate Securities Registered Investment Company in their Schedule of Assets, totaling $2.5M 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 | HERSHEY CREAMERY COMPANY HERSHEY CREAMERY COMPANY SAVINGS PLAN | HARRISBURG PA | 809 | $50.5M | $1.3M |
| 2 | DALLAS RENAL GROUP PA DALLAS RENAL GROUP PA 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 96 | $21.6M | $454K |
| 3 | HENTZEN COATINGS, INC. HENTZEN COATINGS, INC. 401(K) AND PROFIT SHARING PLAN |
MILWAUKEE WI |
| 328 |
| $38.9M |
| $345K |
| 4 | PLAZA MOTORS LLC PLAZA MOTORS LLC 401(K) PROFIT SHARING PLAN & TRUST | BROOKLYN NY | 232 | $3.7M | $311K |
| 5 | ARCH HEALTH PARTNERS ARCH HEALTH PARTNERS 401(K) PLAN | POWAY CA | 549 | $26.3M | $31K |
