Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding GLOBAL REAL EST SEC INDX NL SER FND in their Schedule of Assets, totaling $41.3M 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 | MORGAN STANLEY DOMESTIC HOLDINGS, LLC MORGAN STANLEY 401(K) PLAN | NEW YORK NY | 54,084 | $22.2B | $19.3M |
| 2 | NUTRIEN US LLC NUTRIEN 401(K) RETIREMENT PLAN MASTER TRUST | LOVELAND CO | — | $2.2B | $5.9M |
| 3 | REV GROUP, INC. REV GROUP, INC. 401(K) RETIREMENT PLAN |
BROOKFIELD WI |
| 5,529 |
| $349.6M |
| $4.0M |
| 4 | SODEXO, INC. SODEXO 401(K) EMPLOYEES' RETIREMENT SAVINGS TRUST | NORTH BETHESDA MD | — | $2.4B | $3.8M |
| 5 | WELLS ENTERPRISES, INC. WELLS ENTERPRISES, INC. 401(K) PLAN | LE MARS IA | 3,761 | $445.8M | $1.8M |
| 6 | JOINT ANNUITY COMMITTEE IBEW LOCAL NO.86 ANNUITY FUND IBEW LOCAL NO. 86 ANNUITY FUND | ROCHESTER NY | 1,237 | $242.0M | $1.6M |
| 7 | SYLVAMO NORTH AMERICA, LLC SYLVAMO SAVINGS PLAN | MEMPHIS TN | 1,805 | $415.0M | $1.2M |
| 8 | BOARD OF TRUSTEES, CIC-FOREST PRODUCTS RETIREMENT TR CIC DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 1,368 | $86.3M | $1.1M |
| 9 | TRANSFORM MIDCO LLC TRANSFORM MIDCO LLC SAVINGS PLAN MASTER TRUST | HOFFMAN ESTATES IL | — | $213.6M | $867K |
| 10 | BEALL'S INC. BEALL'S EMPLOYEES' SAVINGS TRUST | BRADENTON FL | 10,138 | $118.2M | $805K |
