Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding State Street Real Asset Fund; Class C in their Schedule of Assets, totaling $27.2M 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 | BORGWARNER INC. BORGWARNER INC. RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 5,654 | $1.6B | $16.7M |
| 2 | NORTHWESTERN MUTUAL LIFE INS. CO. THE NORTHWESTERN MUTUAL EMPLOYEE SAVINGS PLAN | MILWAUKEE WI | 8,160 | $2.9B | $5.5M |
| 3 | NORTHWESTERN MUTUAL LIFE INS.CO. THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND |
MILWAUKEE WI |
| 6,097 |
| $1.4B |
| $4.7M |
| 4 | CARELON MEDICAL PARTNERS, P.C. CARELON PEO 401(K) PLAN | INDIANAPOLIS IN | 631 | $81.5M | $118K |
| 5 | CAREMORE MEDICAL GROUP OF TENNESSEE, P.C. CARELON PEO 401(K) PLAN | INDIANAPOLIS IN | 459 | $70.1M | $100K |
| 6 | CABLE DAHMER CHEVROLET INC. CABLE DAHMER CHEVROLET UNION REPRESENTED EMPLOYEES 401(K) PLAN | KANSAS CITY MO | 82 | $3.3M | $17K |
| 7 | SONS BAVARIAN LLC DBA BMW/MINI OF SOUTH ATLANTA SONS BAVARIAN LLC DBA BMW/MINI OF SOUTH ATLANTA 401(K) PLAN | ATLANTA GA | 99 | $2.7M | $13K |