Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding REIT Index Fund in their Schedule of Assets, totaling $4.2M 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 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $2.9M |
| 2 | PMC GLOBAL, INC. PMC GLOBAL, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN | SUN VALLEY CA | 1,040 | $85.4M | $722K |
| 3 | YANKTON MEDICAL CLINIC P.C. |
YANKTON SD |
| 322 |
| $107.2M |
| $540K |
| 4 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN FOR PRODUCTION EMPLOYEES | BREA CA | 734 | $16.2M | $27K |
