Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Principal U.S. Property SA-Z in their Schedule of Assets, totaling $80.8M 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 | ACNB BANK GROUP PENSION PLAN FOR EMPLOYEES OF ACNB BANK | GETTYSBURG PA | 53 | $46.4M | $13.1M |
| 2 | HIGH COMPANY LLC HIGH COMPANY LLC RETIREMENT SAVINGS PLAN | LANCASTER PA | 1,944 | $292.2M | $12.4M |
| 3 | MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION |
EAST LANSING MI |
| 1,444 |
| $177.2M |
| $10.1M |
| 4 | W. M. JORDAN COMPANY, INC. W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN | NEWPORT NEWS VA | 309 | $64.0M | $7.0M |
| 5 | BELLISIO FOODS, INC. BELLISIO FOODS, INC. RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 352 | $46.7M | $4.0M |
| 6 | STAHL SPECIALTY COMPANY STAHL SPECIALTY COMPANY/WATRY INDUSTRIES EMPLOYEES' PENSION PLAN | KINGSVILLE MO | 73 | $77.4M | $3.2M |
| 7 | MANDEX, INC. MANDEX, INC. 401(K) & PROFIT SHARING PLAN | FAIRFAX VA | 124 | $18.6M | $2.9M |
| 8 | HB PERFORMANCE SYSTEMS, INC. HB PERFORMANCE SYSTEMS, INC. 401(K) PLAN | MEQUON WI | 125 | $23.0M | $2.0M |
| 9 | VAN DIEST INVESTMENT COMPANY BANK EMPLOYEES SAVINGS PLAN | WEBSTER CITY IA | 135 | $17.0M | $2.0M |
| 10 | BEDOUKIAN RESEARCH, INC. BEDOUKIAN RESEARCH, INC. 401(K) SAVINGS & PROFIT SHARING PLAN | DANBURY CT | 142 | $34.6M | $2.0M |
