Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Real estate in their Schedule of Assets, totaling $59.3M 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 | BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUST U.A. LOCAL 467 DEFINED BENEFIT PLAN | SAN JOSE CA | 889 | $859.2M | $56.6M |
| 2 | AXIOM INTERNATIONAL INVESTORS, LLC AXIOM INVESTORS TRUST II - AXIOM EMERGING MARKETS WORLD EQUITY FUND | GREENWICH CT | — | $31.3M | $1.0M |
| 3 | INTERNATIONAL LITERACY ASSOCIATION |
NEWARK DE |
| 12 |
| $18.3M |
| $576K |
| 4 | THE SIEMON COMPANY THE SIEMON COMPANY 401(K) PROFIT SHARING PLAN | WATERTOWN CT | 255 | $82.3M | $545K |
| 5 | EQUITY TRUST COMPANY EQUITY TRUST COMPANY 401(K) PLAN | WESTLAKE OH | 601 | $29.9M | $410K |
| 6 | SKIRBALL CULTURAL CENTER SKIRBALL CULTURAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 260 | $12.7M | $79K |
| 7 | THE PLATEAU GROUP, INC. THE PLATEAU CAPITAL ACCUMULATION PLAN | CROSSVILLE TN | 85 | $12.3M | $15K |
