Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Real Est. Securities Fund Mutual Fund in their Schedule of Assets, totaling $482K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEALTHGRAM, INC. HEALTHGRAM, INC. 401(K) PLAN | CHARLOTTE NC | 123 | $8.4M | $138K |
| 2 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 269 | $21.5M | $123K |
| 3 | ASGCO MANUFACTURING, INC. ASGCO MANUFACTURING, INC. 401(K) PROFIT SHARING PLAN |
NAZARETH PA |
| 138 |
| $13.1M |
| $111K |
| 4 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 286 | $18.8M | $107K |
| 5 | CAPITOL CHEVROLET & CADILLAC, INC. CAPITOL AUTO GROUP 401(K) PROFIT SHARING PLAN | SALEM OR | 364 | $19.3M | $3K |
