Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Investment in real estate in their Schedule of Assets, totaling $506.9M 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 | JOHNSON CONTROLS, INC. JOHNSON CONTROLS INC. MASTER PENSION TRUST | MILWAUKEE WI | — | $1.6B | $258.4M |
| 2 | JOHNSON CONTROLS, INC. JOHNSON CONTROLS PENSION PLAN | MILWAUKEE WI | 3,012 | $1.4B | $240.1M |
| 3 | BOARD OF TRUSTEES LOCAL 456 PENSION FUND WESTCHESTER TEAMSTERS LOCAL 456 PENSION FUND |
ELMSFORD NY |
| 868 |
| $265.9M |
| $6.1M |
| 4 | YORK INTERNATIONAL CORPORATION YORK INTERNATIONAL CORPORATION PENSION PLAN NUMBER FIFTEEN | MILWAUKEE WI | 102 | $14.0M | $2.3M |
