Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Global Real Estate Securities Portfolio in their Schedule of Assets, totaling $480K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KUBICKI DRAPER, P.A. KUBICKI DRAPER, P.A. 401(K) PLAN | MIAMI FL | 398 | $71.8M | $373K |
| 2 | DIPLOMA HOLDINGS, INC DIPLOMA HOLDINGS, INC. 401(K) PLAN | CLEARWATER FL | 582 | $33.5M | $96K |
| 3 | VINTAGE WINE COMPANY VINTAGE WINE COMPANY 401(K) & PROFIT SHARING PLAN & TRUST |
ROSEVILLE MI |
| 122 |
| $8.1M |
| $11K |
