Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding U.S. Real Estate Investment Fund, LLC in their Schedule of Assets, totaling $614.2M 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 | TRUSTEES UFCW LOCAL 1262 PENSION FUND UFCW LOCAL 1262 & EMPLOYERS PENSION FUND | CLIFTON NJ | 4,449 | $1.0B | $78.2M |
| 2 | BOARD OF TRUSTEES SOFT DRINK AND BREWERY WORKERS SOFT DRINK AND BREWERY WORKERS UNION LOCAL 812 RETIREMENT FUND | GREAT NECK NY | 1,656 | $973.8M | $61.6M |
| 3 | NATIONAL ELEVATOR INDUSTRY HEALTH BENEFIT PLAN BOARD OF TRUSTEES |
NEWTOWN SQUARE PA |
| 26,202 |
| $3.4B |
| $52.9M |
| 4 | BOARD OF TRUSTEES OF THE PAINTING INDUSTRY ANNUITY FUND PAINTING INDUSTRY ANNUITY FUND | NEW YORK NY | 5,406 | $884.1M | $44.5M |
| 5 | CON IND & LABORERS JOINT PENSION TRUST BOARD OF TRUSTEES CONSTRUCTION INDUSTRY AND LABORERS JOINT PENSION TRUST FOR SO NEVADA, PLAN A | LAS VEGAS NV | 2,950 | $653.1M | $40.5M |
| 6 | UNITED FOOD AND COMMERCIAL WORKERS EMPLOYERS PENSION PLAN UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND EMPLOYERS PENSION PLAN | GREENDALE WI | 304 | $474.7M | $36.2M |
| 7 | BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUND LABORERS DISTRICT COUNCIL & CONTRACTORS PENSION FUND OF OHIO | WESTERVILLE OH | 15,028 | $2.7B | $33.6M |
| 8 | BOARD OF TRUSTEES, MINNEAPOLIS RETAIL MEAT CUTTERS MINNEAPOLIS RETAIL MEAT CUTTERS AND FOOD HANDLERS PENSION FUND | BLOOMINGTON MN | 1,611 | $678.8M | $29.4M |
| 9 | BOARD OF TRUSTEES OF CARPENTERS & JOINERS WELFARE FUND CARPENTERS & JOINERS WELFARE FUND | BLOOMINGTON MN | 11,199 | $349.6M | $29.0M |
| 10 | WEST VIRGINIA LABORERS PENSION TRUST FUND WEST VIRGINIA LABORERS PENSION TRUST FUND | CHARLESTON WV | 2,157 | $570.0M | $24.2M |
