Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Real Estate Fund in their Schedule of Assets, totaling $2.4M 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 | WOODARD & CURRAN, INC. WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 1,358 | $259.0M | $1.4M |
| 2 | ECRI INSTITUTE ECRI INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | WILLOW GROVE PA | 447 | $78.1M | $825K |
| 3 | FRANK BRYAN, INC. BRYAN ASSOCIATED GROUP 401(K) AND PROFIT SHARING PLAN |
PITTSBURGH PA |
| 114 |
| $13.9M |
| $105K |
| 4 | SERVICE, INC. OF ILLINOIS SERVICE, INC. RETIREMENT PLAN | JOLIET IL | 235 | $8.0M | $31K |
| 5 | GIBBS TECHNOLOGY COMPANY GIBBS TECHNOLOGY COMPANY EMPLOYEES SAVINGS TRUST | MARYLAND HEIGHTS MO | 310 | $27.0M | $14K |
| 6 | DECOART, LLC DECOART, INC. 401(K) PROFIT SHARING PLAN | STANFORD KY | 145 | $9.4M | $8K |
