Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding U.S. REIT INDEX FUND in their Schedule of Assets, totaling $22.2M 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 OF IRON WKERS' MID-AMERICA SUPPLEMENTAL IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND | LANSING IL | 6,683 | $777.2M | $6.1M |
| 2 | AMERICAN BUILDERS & CONTRACTORS SUPPLY CO INC ABC SUPPLY COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN | BELOIT WI | 19,397 | $1.3B | $5.6M |
| 3 | AUTOLIV ASP, INC |
OGDEN UT |
| 3,908 |
| $686.8M |
| $2.5M |
| 4 | BOARD OF TRUSTEES-LOCAL 701 RETIREMENT SAVINGS FUND IBEW LOCAL 701 RETIREMENT SAVINGS FUND | WARRENVILLE IL | 1,734 | $418.6M | $2.1M |
| 5 | THE OHIO NATIONAL LIFE INSURANCE COMPANY CONSTELLATION INSURANCE COMPANY 401(K) AND PROFIT SHARING PLAN | CINCINNATI OH | 817 | $177.0M | $978K |
| 6 | IBEW LOCAL 38 401(K) RETIREMENT PLAN IBEW LOCAL 38 401(K) RETIREMENT PLAN | CLEVELAND OH | 2,194 | $168.3M | $807K |
| 7 | ADVANTAGECARE PHYSICIANS, P.C. MASTER TRUST FOR ADVANTAGECARE PHYSICIANS, P.C. DEFINED CONTRIBUTION PLANS | NEW YORK NY | — | $364.5M | $708K |
| 8 | TEXAS HEALTH RESOURCES TEXAS HEALTH FROZEN PRIOR EMPLOYER 401(K) PLAN | ARLINGTON TX | 1,059 | $107.7M | $699K |
| 9 | TRUSTEES OF IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN IBEW LOCAL 531 & NECA MONEY PURCHASE PENSION PLAN | LAPORTE IN | 805 | $137.1M | $678K |
| 10 | NEBRASKA ORTHOPAEDIC HOSPITAL ORTHONEBRASKA 401(K) PLAN | OMAHA NE | 983 | $98.5M | $658K |
