Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding properties. UBS AgriVest Farmland Fund, Inc. Shares in a private REIT investing primarily in U.S. agricultural properties. in their Schedule of Assets, totaling $95.5M 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 | AETNA INC. RETIREMENT PLAN FOR EMPLOYEES OF AETNA INC. | HARTFORD CT | 9,117 | $5.2B | $95.5M |
