Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding GLOBAL REAL EST SEC INDX SL SF CL I in their Schedule of Assets, totaling $121.9M 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 | PWC US GROUP LLP SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC | TAMPA FL | 49,697 | $13.2B | $37.2M |
| 2 | SOLVENTUM CORPORATION SOLVENTUM VOLUNTARY INVESTMENT PLAN | MAPLEWOOD MN | 11,390 | $2.6B | $13.0M |
| 3 | DEUTSCHE BANK AMERICAS HOLDING CORP DEUTSCHE BANK MATCHED SAVINGS PLAN |
NEW YORK NY |
| 7,791 |
| $4.5B |
| $12.1M |
| 4 | GRAPHIC PACKAGING INTERNATIONAL, LLC GRAPHIC PACKAGING INTL., LLC MASTER TRUST | ATLANTA GA | — | $1.8B | $11.0M |
| 5 | CAMBIA HEALTH SOLUTIONS, INC. CAMBIA HEALTH SOLUTIONS, INC. 401(K) SAVINGS PLAN | PORTLAND OR | 4,574 | $1.5B | $5.8M |
| 6 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,459 | $601.1M | $5.2M |
| 7 | LOUISIANA HEALTH SERVICE & INDEMNITY COMPANY LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM | BATON ROUGE LA | 3,333 | $660.6M | $4.6M |
| 8 | PENSKE AUTOMOTIVE GROUP, INC. PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN | BLOOMFIELD HILLS MI | 13,542 | $1.1B | $4.5M |
| 9 | INTERNATIONAL UNION OF OPERATING ENG. JT ANNUITY FD OF EASTERN PENNSYL INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT ANNUITY FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON PA | 9,477 | $562.5M | $3.9M |
| 10 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST TARGET RETIREMENT 2025 | KANSAS CITY MO | — | $71.9M | $3.6M |
