Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Global Real Estate Securities Portfolio Fund in their Schedule of Assets, totaling $41K 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 | HISTORIC TOURS OF AMERICA, INC H.T.A. CAST RETIREMENT PLAN | ST. AUGUSTINE FL | 853 | $19.0M | $41K |
