Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding PIF REAL EST SEC R6 in their Schedule of Assets, totaling $2.1M 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 | DIGITAL MANAGEMENT, LLC DIGITAL MANAGEMENT, LLC 401(K) PLAN | BETHESDA MD | 1,554 | $196.5M | $707K |
| 2 | JACKSON KELLY PLLC JACKSON KELLY PLLC 401(K) PROFIT SHARING PLAN | CHARLESTON WV | 289 | $147.4M | $562K |
| 3 | A.L.P. LIGHTING COMPONENTS, INC. A.L.P. LIGHTING & CEILING PRODUCTS, INC.401(K) PLAN |
NILES IL |
| 170 |
| $23.4M |
| $261K |
| 4 | SUMMIT GROUP, LLC SUMMIT GROUP, LLC 401(K) PLAN | SILVER SPRING MD | 100 | $18.9M | $208K |
| 5 | CREDIT UNION OF SOUTHERN CALIFORNIA CREDIT UNION OF SOUTHERN CALIFORNIA 401(K) PLAN AND TRUST | ANAHEIM CA | 429 | $55.2M | $152K |
| 6 | CUE HEALTH INC. CUE 401(K) PLAN | VOORHEES NJ | 6 | $24.0M | $87K |
| 7 | PHIL LONG DEALERSHIPS, INC. PHIL LONG DEALERSHIPS, INC. 401(K) PROFIT SHARING PLAN | COLORADO SPRINGS CO | 1,408 | $64.7M | $62K |
| 8 | BOLD NORTH AMERICA, LLC BOLD NORTH AMERICA, LLC 401(K) PLAN | DELRAY BEACH FL | 208 | $17.5M | $11K |
| 9 | EASY DYNAMICS CORP EASY DYNAMICS 401(K) | MCLEAN VA | 128 | $6.5M | $7K |
| 10 | FORREST SOLUTIONS INC FORREST SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 1,311 | $8.6M | $412 |
