Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Intercontinental US Real Estate Investment Fund in their Schedule of Assets, totaling $251.9M 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 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $225.4M |
| 2 | OMAHA CONST. IND. PENSION PLAN JOINT BOARD OF TRUSTEES OMAHA CONSTRUCTION INDUSTRY PENSION PLAN | OMAHA NE | 1,458 | $356.4M | $13.5M |
| 3 | BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLAN |
MANHATTAN BEACH CA |
| 5,519 |
| $1.4B |
| $10.4M |
| 4 | BOARD OF TRUSTEES OF HEARTLAND HEALTHCARE FUND HEARTLAND HEALTHCARE FUND | BLOOMINGTON MN | 1,712 | $47.4M | $1.5M |
| 5 | BRICKLAYERS & ALLIED CRAFTWORKERS BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 13 DEFINED CONTRIBUTION PENSION PLAN | LAS VEGAS NV | 637 | $30.6M | $1.2M |
