Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The Principal Real Estate Fund 46,314.6563 Units in their Schedule of Assets, totaling $2.9M 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 | TRUSTEES OF SHEET METAL WORKERS LOCAL 33 PENSION PLAN SHEET METAL WORKERS' LOCAL NO. 33 CLEVELAND DISTRICT PENSION PLAN | PARMA OH | 457 | $200.3M | $2.9M |
