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Real EST Securities Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 690 retirement plans report an interest in this investment, totaling $46.0M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
690
Reported interest (EOY)
$46.0M
Data source
DOL Form 5500 · Schedule D
Plans holding Real EST Securities Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AMERICAN AD BAG AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST | GLENDALE AZ | 86 | $13.7M | $1.7M |
| 2 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $1.2M |
| 3 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $854K |
| 4 | BIRMINGHAM HIDE & TALLOW CO., INC. BIRMINGHAM HIDE & TALLOW CO., INC. PROFIT SHARING PLAN & TRUST | BIRMINGHAM AL | 102 | $16.5M | $753K |
| 5 | IDS REAL ESTATE GROUP IDS REAL ESTATE GROUP 401K PLAN | LOS ANGELES CA | 136 | $31.2M | $597K |
| 6 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $549K |
| 7 | SUPERIOR PRODUCTS DISTRIBUTORS, INC. SUPERIOR PRODUCTS DISTRIBUTORS, INC. PROFIT SHARING PLAN | MILLDALE CT | 176 | $19.6M | $547K |
| 8 | SMITH AND HOWARD ADVISORY LLC SMITH AND HOWARD ADVISORY LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 276 | $42.7M | $530K |
| 9 | KOOPMAN LUMBER COMPANY, INC. KOOPMAN LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN | WHITINSVILLE MA | 381 | $29.6M | $513K |
| 10 | GRACE WINS, LLC LEXUS OF WESLEY CHAPEL 401(K) PLAN | WESLEY CHAPEL FL | 94 | $7.9M | $493K |
See all 690 plans holding Real EST Securities Fund
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