Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Real Estate Fund Mutual fund in their Schedule of Assets, totaling $3.5M 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 | CELLMARK, INC. CELLMARK PROFIT SHARING PLAN AND TRUST | SHELTON CT | 509 | $154.7M | $2.1M |
| 2 | HELLMAN & FRIEDMAN LLC HELLMAN & FRIEDMAN PROFIT SHARING & 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 152 | $101.8M | $667K |
| 3 | THE REGENTS OF MERCERSBURG COLLEGE MERCERSBURG ACADEMY |
MERCERSBURG PA |
| 240 |
| $59.5M |
| $437K |
| 4 | ADLER POLLOCK & SHEEHAN P.C. ADLER POLLOCK & SHEEHAN P.C. 401(K) RETIREMENT PLAN | PROVIDENCE RI | 123 | $67.3M | $179K |
| 5 | HOLDER CONSTRUCTION GROUP, LLC HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,589 | $229.4M | $56K |
