Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FIAM U.S. Real Estate Investment Trust in their Schedule of Assets, totaling $2.7M 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 | OREGON TOOL, INC. THE OREGON TOOL RETIREMENT PLAN | PORTLAND OR | 137 | $61.3M | $1.7M |
| 2 | OREGON TOOL, INC. THE OREGON TOOL RETIREMENT PLAN | PORTLAND OR | 170 | $91.8M | $1.0M |
