Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Principal* Real Estate Securities in their Schedule of Assets, totaling $9.3M 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 | CHURCH MUTUAL INSURANCE COMPANY, S.I. CHURCH MUTUAL SALARY SAVINGS PLAN AND TRUST (401(K) PLAN) | MERRILL WI | 1,128 | $165.2M | $2.5M |
| 2 | NY HOTEL TRADES COUNCIL & HOTEL ASSN. NY HOTELS TRADES COUNCIL & ASSN. OF NYC, INC EMPLOYEE BENEFIT FUNDS STAFF RETIREMENT PLAN AND TRUST | NEW YORK NY | 944 | $153.3M | $1.3M |
| 3 | PRA GROUP, INC. |
NORFOLK VA |
| 2,087 |
| $118.4M |
| $981K |
| 4 | MARSH PUERTO RICO, INC. MARSH PUERTO RICO, INC. SALARY SAVINGS PLAN | GUAYNABO PR | 72 | $16.8M | $535K |
| 5 | PEPSI-COLA PUERTO RICO DISTRIBUTING LLC PEPSI-COLA PUERTO RICO DISTRIBUTING LLC 1165(E) SAVINGS PLAN | TOA BAJA PR | 551 | $15.8M | $468K |
| 6 | EDELBROCK COMP PARENT INC. EDELBROCK GROUP 401(K) RETIREMENT PLAN | OLIVE BRANCH MS | 437 | $43.1M | $467K |
| 7 | DEMA ENGINEERING CO. DEMA ENGINEERING CO. 401K PLAN | SAINT LOUIS MO | 102 | $32.3M | $465K |
| 8 | DIXON TICONDEROGA COMPANY DIXON TICONDEROGA COMPANY 401(K) PLAN | APPLETON WI | 189 | $31.7M | $298K |
| 9 | DAKOTALAND FEDERAL CREDIT UNION DAKOTALAND FEDERAL CREDIT UNION 401(K) PLAN & TRUST | HURON SD | 173 | $19.2M | $289K |
| 10 | TUFF SHED, INC. TUFF SHED, INC. EMPLOYEE 401(K) PLAN | DENVER CO | 1,328 | $51.6M | $198K |
