Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Principal Real Estate Separate Account in their Schedule of Assets, totaling $12.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES PENSION PLAN OF STEAMFITTERS PENSION FUND LOCAL 475 PENSION PLAN OF STEAMFITTERS PENSION FUND 475 | WARREN NJ | 451 | $198.3M | $6.0M |
| 2 | SHEET METAL WORKERS LOCAL 22 ANNUITY FUND SHEET METAL WORKERS LOCAL 22 - ANNUITY FUND | KENILWORTH NJ | 251 | $82.7M | $3.1M |
| 3 | BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 22 PENSION FUND |
KENILWORTH NJ |
| 297 |
| $80.8M |
| $2.8M |
| 4 | BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS DISTRICT NO. 9 PENSION PLAN | PORTLAND OR | 31,265 | $2.5B | $1.0M |
