Global Real Estate Securities Fund Institutional Class
Ticker POSIX · Mutual fund · Share class: Class InstlLow cost
Matched by tickerAll Principal fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
24
3 with $250K or more
Dollars held
$9.6M
69,838 of 69,862 plans with fund lines hold none
Median per plan
$78K
Share of their fund dollars
0.2%
Same fund, other share classes
7 plans hold a costlier class of this fund than the cheapest class held in the data.
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
1 plan
$10.9M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
1 plan
to another class or vehicle
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Kirby 401(k) Plan$250M-$1B | $10.9M |
Plans that moved out of it to another class or vehicle (1 plan)
| Plan | Year-end value |
|---|---|
| Clarion Partners, LLC 401(k) Profit Sharing Plan$50M-$250M | $527K to $462K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Global Real Estate Securities Fund Institutional Class
The largest 10 plans in each list.
| Baylor College of Medicine 403(b) Tax Deferred Investment Plan$2.53B plan · Baylor College of Medicine, TX · TIAA (Nuveen) | $3.1M |
| Baylor College of Medicine Retirement Plan$2.28B plan · Baylor College of Medicine, TX · TIAA (Nuveen) | $2.8M |
| Oregon Anesthesiology Group, P.C. 401(k) Profit Sharing Plan$405M plan · Oregon Anesthesiology Group, P.C., OR · Empower | $2.1M |
| G & T Industries, Inc Savings & Employee Stock Ownership Plan$64.9M plan · G & T Industries, Inc, MI · Empower | $246K |
| Stolt-Nielsen US 401(k) Savings Plan$143M plan · Stolt-Nielsen USA Inc., TX · Fidelity (FMR) | $222K |
| Divergent Technologies, Inc. 401(k) P/S Plan$11.1M plan · Divergent Technologies, Inc., CA · Ascensus | $201K |
| Michigan Healthcare Professionals, P.C. 401(k) Plan and Trust$81.5M plan · Michigan Healthcare Professionals, P.C., MI · Bank of America (Merrill) | $161K |
| Salem Radiology Consultants, P.C. Retirement Plan$52.3M plan · Salem Radiology Consultants, P.C, OR · Milliman | $152K |
| Rock Valley Physical Therapy Center 401(k) Profit Sharing Plan$59.6M plan · Rock Valley Physical Therapy Center, IL · Epic Retirement Plan Services | $100K |
| Sears Manufacturing Company Defined Benefit Retirement Plan$16.2M plan · Sears Manufacturing Company, IA · Morgan Stanley | $89K |
Plans whose filed schedule lists Global Real Estate Securities Fund Institutional Class.
See all 24 plans with Pro. Free for 7 days, then $49 a month.
Pro unlocks:
- Plan and sponsor names
- Recordkeeper
- Plan assets
- Dollars held and % of plan funds
How the filings spell it
Show 8 names seen in the filings
- Principal Global Real Estate Sec
- Principal Global Real Estate Sec Inst
- Principal Global Real Estate Secs Instl
- Principal Global Real Estate Securities
- Principal Global Real Estate Securities Fund
- Principal Global Real Estate Securities Fund - Institutional Class
- Principal Global Real Estate Securities Fund Institutional
- Principal Global Real Estate Securities Institutional Fund