Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Brookfield BROOKFIELD REAL ESTATE FINANCE FUND in their Schedule of Assets, totaling $1.4M 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 | I.A.T.S.E. LOCAL 16 PENSION PLAN TRUSTEES I.A.T.S.E. LOCAL 16 PENSION PLAN | PLEASANTON CA | 2,344 | $283.4M | $1.4M |
