Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price Real Estate Registered Investment Company 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 | SCANDINAVIAN DESIGNS, INC. SCANDINAVIAN DESIGNS RETIREMENT SAVINGS PLAN | BOISE ID | 561 | $41.0M | $498K |
| 2 | OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC 401(K) PLAN | OLYMPIA WA | 376 | $52.8M | $371K |
| 3 | HELLMAN & FRIEDMAN LLC |
SAN FRANCISCO CA |
| 152 |
| $101.8M |
| $221K |
| 4 | THE DOCTORS CLINIC, A P.C. THE DOCTORS CLINIC, A P. C. 401(K) PROFIT SHARING PLAN | SILVERDALE WA | 352 | $130.6M | $49K |
