Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Alliance Bern Global Real Estate Investment Mutual Fund in their Schedule of Assets, totaling $47K 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 | THE WILLISTON NORTHAMPTON SCHOOL THE WILLISTON NORTHAMPTON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EASTHAMPTON MA | 201 | $56.0M | $47K |
