Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Third Avenue Real Estate Value Fund Mutual fund in their Schedule of Assets, totaling $8.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AARP AARP EMPLOYEES 401K PLAN | WASHINGTON DC | 2,549 | $998.5M | $8.5M |
| 2 | TRUE WORLD HOLDINGS LLC TRUE WORLD HOLDINGS 401(K) PLAN | ROCKLEIGH NJ | 1,019 | $55.9M | $27K |
