Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding investment trust ASB Allegiance Real Estate Fund shares in their Schedule of Assets, totaling $2.0M 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 | BOARD OF TRUSTEES OF I.B.E.W. LOCAL 241 PENSION PLAN I.B.E.W. LOCAL 241 PENSION PLAN | ITHACA NY | 128 | $27.3M | $2.0M |
