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 Pooled separate accounts in their Schedule of Assets, totaling $140K 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 | AHS RESIDENTIAL, LLC AHS RESIDENTIAL, LLC 401(K) PLAN | MIAMI FL | 221 | $11.6M | $90K |
| 2 | PATRICKS MOTOR MART, INC. PATRICKS MOTOR MART, INC. 401(K)/PROFIT SHARING PLAN | AUBURN MA | 136 | $3.1M | $40K |
| 3 | LODESTONE PACIFIC HOLDING COMPANY, INC. LPHC, INC. 401(K) PROFIT SHARING PLAN |
ARCATA CA |
| 240 |
| $13.0M |
| $6K |
| 4 | CARRUS HEALTHCARE CARRUS HEALTHCARE 401(K) PLAN | SHERMAN TX | 331 | $6.4M | $2K |
| 5 | GAMMA CONSTRUCTION COMPANY, INC. GAMMA CONSTRUCTION COMPANY, INC. 401(K) PLAN | HOUSTON TX | 173 | $9.2M | $2K |
