Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 355 U.S. retirement plans report holding Pri Real Estate Securities R6 in their Schedule of Assets, totaling $25.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA | 2,603 | $216.8M | $1.2M |
| 2 | FORGE GLOBAL, INC FORGE GLOBAL 401(K) PLAN | SAN FRANCISCO CA | 290 | $19.1M | $768K |
| 3 | RAPPAPORT MANAGEMENT COMPANY RAPPAPORT MANAGEMENT COMPANY 401(K) PLAN |
| 114 |
| $15.2M |
| $639K |
| 4 | STROHWIG INDUSTRIES, INC. STROHWIG INDUSTRIES, INC. 401(K) SAVINGS PLAN | RICHFIELD WI | 129 | $26.5M | $590K |
| 5 | TAKEONE NETWORK LLC WRAPBOOK 401(K) PLAN | NEW YORK NY | 211 | $10.7M | $570K |
| 6 | WEDRIVEU, INC. WEDRIVEU 401(K) PLAN | CHICAGO IL | 4,427 | $32.8M | $524K |
| 7 | ALLAN VIGIL FORD LINCOLN, INC. ALLAN VIGIL FORD LINCOLN 401(K) PROFIT SHARING PLAN | MORROW GA | 150 | $10.7M | $503K |
| 8 | SK LIFE SCIENCE, INC. SK LIFE SCIENCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | PARAMUS NJ | 253 | $49.0M | $491K |
| 9 | HOSPITALISTS NOW, INC. HOSPITALISTS NOW, INC. 401(K) PLAN | AUSTIN TX | 272 | $55.3M | $491K |
| 10 | CARESTAR, INC. CARESTAR 401(K) RETIREMENT PLAN | BLUE ASH OH | 467 | $18.5M | $448K |
