Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PIF DVRSD REAL AST I Mutual fund in their Schedule of Assets, totaling $4.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REYNOLDS AMERICAN INC. RAI 401K SAVINGS PLAN | WINSTON-SALEM NC | 4,328 | $2.0B | $4.4M |
| 2 | MILLENNIUM HEALTH, LLC MILLENNIUM HEALTH, LLC 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 932 | $48.1M | $24K |
| 3 | SULLIVAN ENVIRONMENTAL SERVICES INC. SULLIVAN ENVIRONMENTAL SERVICES 401K PLAN |
GALVESTON TX |
| 1,635 |
| $41.4M |
| $4K |