Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding iShares Developed Real Estate Index Fund Class K Mutual Fund in their Schedule of Assets, totaling $140K 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 | DEXTER MAGNETIC HOLDINGS, LLC DEXTER MAGNETIC HOLDINGS, LLC 401(K) PLAN | ELK GROVE VILLAGE IL | 427 | $32.0M | $83K |
| 2 | CONTINENTAL DISC CORPORATION LLC CONTINENTAL DISC CORPORATION LLC 401(K) PLAN | LIBERTY MO | 272 | $33.8M | $33K |
| 3 | ANNE LEWIS STRATEGIES, LLC MISSIONWIRED 401(K) PLAN |
WASHINGTON DC |
| 279 |
| $23.5M |
| $21K |
| 4 | ADVANTEK, LLC ADVANTEK, LLC 401(K) PLAN | EAU CLAIRE WI | 73 | $9.5M | $4K |
