Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding PRI GLBL REAL ESTATE SEC R6 in their Schedule of Assets, totaling $1.1M 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 | MUTUAL OF OMAHA MORTGAGE, INC. MUTUAL OF OMAHA MORTGAGE 401(K) PLAN | SAN DIEGO CA | 1,340 | $67.9M | $367K |
| 2 | NORWAY SAVINGS BANK NORWAY SAVINGS BANK 401(K) PLAN | NORWAY ME | 274 | $55.5M | $264K |
| 3 | GMA ACCESSORIES INC. GMA ACCESSORIES INC. 401(K) AND PROFIT SHARING PLAN |
SOUTH HACKENSACK NJ |
| 231 |
| $14.6M |
| $256K |
| 4 | ORTHOCONNECTICUT, PLLC ORTHOCONNECTICUT, PLLC EMPLOYEES 401(K) PROFIT SHARING PLAN | DANBURY CT | 189 | $63.1M | $169K |
| 5 | SABIN METAL CORPORATION SABIN METAL CORPORATION 401(K) SAVINGS PLAN | EAST HAMPTON NY | 256 | $38.4M | $31K |
| 6 | TULLY RINCKEY PLLC TULLY RINCKEY PLLC 401(K) PROFIT SHARING PLAN AND TRUST | LATHAM NY | 71 | $8.3M | $21K |
| 7 | MONEYCORP US INC. MONEYCORP US INC. 401(K) PLAN | PROVIDENCE RI | 80 | $7.7M | $10K |
| 8 | FOX MARKETING, INC. FOX PEST CONTROL 401(K) PLAN | LOGAN UT | 804 | $2.1M | $9K |
| 9 | SOUTHEASTERN SURVEYING & MAPPING SOUTHEASTERN SURVEYING & MAPPING CORP. EMPLOYEES' SAVINGS PLAN | ORLANDO FL | 223 | $12.7M | $7K |
| 10 | EMPIRE STATE MINES, LLC EMPIRE STATE MINES 401(K) RETIREMENT PLAN | GOUVERNEUR NY | 132 | $7.0M | $6K |
