Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding REIT INDX NL SF CL A CMX2 in their Schedule of Assets, totaling $1.1M 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 | SODEXO, INC. SODEXO 401(K) EMPLOYEES' RETIREMENT SAVINGS TRUST | NORTH BETHESDA MD | — | $2.4B | $503K |
| 2 | SCHLAGE LOCK COMPANY LLC SCHLAGE LOCK COMPANY LLC ESP AND ESPB MASTER TRUST | CARMEL IN | — | $979.9M | $263K |
| 3 | HYDRAFORCE, INC. HYDRAFORCE, INC. 401(K) PLAN |
LINCOLNSHIRE IL |
| 954 |
| $250.2M |
| $152K |
| 4 | HUSSMANN CORPORATION HUSSMANN CORPORATION EMPLOYEE SAVINGS PLAN | BRIDGETON MO | 2,619 | $410.6M | $59K |
| 5 | IDEX CORPORATION IDEX CORPORATION SAVINGS PLAN | NORTHBROOK IL | 4,213 | $962.2M | $57K |
| 6 | ACTEGA NORTH AMERICA ACTEGA NORTH AMERICA 401(K) PLAN | CINNAMINSON NJ | 244 | $40.2M | $10K |
| 7 | BANKERS RETIREMENT SERVICES, INC. CBM RETIREMENT INVESTMENT AND 401(K) PLAN | EAST LANSING MI | 742 | $63.8M | $7K |
| 8 | EL PASO ELECTRIC COMPANY EL PASO ELECTRIC COMPANY SAVINGS PLAN | EL PASO TX | 1,177 | $241.2M | $4K |
| 9 | THE FINWAY GROUP MYPATH TO RETIRE 401(K) PLAN | WEST DES MOINES IA | 772 | $20.3M | $1K |
