Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding REITs in their Schedule of Assets, totaling $3.9M 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 | BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUND N. ATLANTIC STATES CARP. PENSION FUND | WILMINGTON MA | 16,341 | $5.1B | $1.4M |
| 2 | BOT OF THE NORTH ATLANTIC STATES CARPENTERS GUARANTEED ANNUITY FUND N. ATLANTIC STATES CARP. GUARANTEED ANNUITY FUND | WILMINGTON MA | 10,412 | $3.8B | $908K |
| 3 | TRUSTEES OF NYS TEAMSTERS CONFERENCE |
SYRACUSE NY |
| 9,102 |
| $2.8B |
| $893K |
| 4 | BOT NORTH ATLANTIC STATES CARPENTERS HEALTH BENEFITS FUND N. ATLANTIC STATES CARP. HEALTH BENEFITS FUND | WILMINGTON MA | 18,857 | $939.0M | $274K |
| 5 | BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS HEALTH AND WELFARE FUND MASSACHUSETTS LABORERS' HEALTH AND WELFARE FUND | BURLINGTON MA | 11,214 | $632.1M | $150K |
| 6 | BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC PENSION FD CEMENT AND CONCRETE WORKERS DC PENSION FUND | BAYSIDE NY | 863 | $745.5M | $136K |
| 7 | BOARD OF TRUSTEES, EAST BAY RESTAURANT & TAVERN EAST BAY RESTAURANT & TAVERN RETIREMENT PLAN | PLEASANTON CA | 1,764 | $35.8M | $47K |
| 8 | NEW YORK STATE TEAMSTERS COUNCIL UNITED PARCEL SERVICE RETIREE HEALTH NEW YORK STATE TEAMSTERS COUNCIL UNITED PARCEL SER RETIREE HEALTH FUND | SYRACUSE NY | 649 | $26.1M | $30K |
