Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Principal Real Estate in their Schedule of Assets, totaling $968K 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 | BOUNTEOUS, INC. BOUNTEOUS, INC. 401(K) PROFIT SHARING PLAN | WHEATON IL | 613 | $67.2M | $462K |
| 2 | THE COLUMBUS ACADEMY THE COLUMBUS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | GAHANNA OH | 427 | $79.9M | $407K |
| 3 | AMERICAN BAPTIST HOMES OF THE MIDWEST AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN |
EDEN PRAIRIE MN |
| 1,453 |
| $20.8M |
| $52K |
| 4 | FRESCA MEXICAN FOODS, LLC FRESCA MEXICAN FOODS, LLC 401(K) PLAN | CALDWELL ID | 282 | $4.7M | $27K |
| 5 | VRF EYE SPECIALTY GROUP, PLC VRF EYE SPECIALTY GROUP 401(K) PLAN | MEMPHIS TN | 111 | $7.0M | $20K |
