Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PIF REAL EST SEC IS in their Schedule of Assets, totaling $3.1M 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 | MOSS & ASSOCIATES, LLC MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | FT LAUDERDALE FL | 1,852 | $191.2M | $1.7M |
| 2 | USANA HEALTH SCIENCES, INC. USANA HEALTH SCIENCES 401(K) PLAN | SALT LAKE CITY UT | 791 | $126.3M | $990K |
| 3 | ASCENDIUM EDUCATION GROUP, INC. ASCENDIUM EDUCATION GROUP, INC. 401(K) PLAN |
MADISON WI |
| 276 |
| $101.7M |
| $265K |
| 4 | PERCEPTIVE INFORMATICS, LLC PERCEPTIVE 401(K) PLAN | BURLINGTON MA | 577 | $87.3M | $143K |
| 5 | ACME INDUSTRIES, INC. ACME INDUSTRIES, INC. EMPLOYEE 401(K) INCENTIVE PLAN | ELK GROVE VILLAGE IL | 131 | $11.4M | $73K |