Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding PRI REAL EST SEC R5 in their Schedule of Assets, totaling $2.0M 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 | US MOTOR WORKS, LLC US MOTOR WORKS, LLC 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 238 | $13.7M | $611K |
| 2 | R & B WHOLESALE DISTRIBUTORS INC R & B WHOLESALE DIST INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 190 | $15.4M | $292K |
| 3 | AMERICAN ASSETS TRUST, LP |
SAN DIEGO CA |
| 219 |
| $27.2M |
| $275K |
| 4 | BALFOUR BEATTY INVESTMENTS INC BALFOUR BEATTY INVESTMENTS, INC. 401(K) PLAN | MALVERN PA | 1,417 | $47.1M | $263K |
| 5 | FINANCIAL RESOURCES GROUP INVEST FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC PROFIT | FORT MILL SC | 201 | $24.5M | $152K |
| 6 | EMPLOYEE RETIREMENT PLAN EMPLOYEE RETIREMENT PLAN | RALEIGH NC | 172 | $15.9M | $96K |
| 7 | D-LINK SYSTEMS, INC. D-LINK SYSTEMS, INC. 401(K) PLAN | IRVINE CA | 34 | $16.7M | $96K |
| 8 | FERRARO FOODS OF NEW JERSEY LLC FERRARO FOODS OF NEW JERSEY LLC 401(K) PLAN | PISCATAWAY NJ | 873 | $35.9M | $79K |
| 9 | DENNEY ELECTRIC SUPPLY OF AMBLER DENNEY ELECTRIC SUPPLY COMPANY, INC. 401(K) PLAN | AMBLER PA | 142 | $14.8M | $64K |
| 10 | ARLOZOROV9, INC. ALMA 401(K) RETIREMENT PLAN AND TRUST | BROOKLYN NY | 560 | $10.7M | $39K |
