Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PRI Real Estate Securities in their Schedule of Assets, totaling $274K 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 | CARING, INC. CARING, INC. 401(K) PROFIT SHARING PLAN | PLEASANTVILLE NJ | 282 | $19.2M | $156K |
| 2 | DARK WOLF SOLUTIONS, LLC DARK WOLF SOLUTIONS, LLC 401(K) PLAN | HERNDON VA | 330 | $25.5M | $115K |
| 3 | GATEWAY MANAGEMENT GROUP, LLC GATEWAY MANAGEMENT GROUP, LLC 401(K) PLAN |
ST LOUIS MO |
| 351 |
| $4.6M |
| $2K |