Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding US Real Estate Investment Fund LLC in their Schedule of Assets, totaling $44.7M 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 | AUTOMOTIVE MACHINISTS PENSION TRUST AUTOMOTIVE MACHINISTS PENSION PLAN | SEATTLE WA | 505 | $847.3M | $18.9M |
| 2 | BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT | WHITE PLAINS NY | 49,655 | $449.9M | $18.8M |
| 3 | TEAMSTERS' CONSTRUCTION INDUSTRY |
MCMURRAY PA |
| 603 |
| $229.1M |
| $6.9M |
