Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Montana Cabin and lot Real estate in their Schedule of Assets, totaling $550K 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 | SHARP REES-STEALY MEDICAL GROUP, INC. SHARP REES-STEALY MEDICAL GROUP, INC. MONEY PURCHASE PENSION PLAN | SAN DIEGO CA | 346 | $307.4M | $501K |
| 2 | SHARP REES-STEALY MEDICAL GROUP, INC. SHARP REES-STEALY MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 848 | $246.0M | $50K |
