Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Wellington Real Estate Securities Fund in their Schedule of Assets, totaling $335K 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 | CMA/FLODYNE/HYDRADYNE, INC. CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN | BROOKFIELD WI | 146 | $37.8M | $174K |
| 2 | MARKSNELSON LLC MARKSNELSON 401(K) PLAN | OVERLAND PARK KS | 165 | $19.8M | $106K |
| 3 | CLINIPACE INC CLINIPACE INC. 401(K) PROFIT SHARING PLAN |
RALEIGH NC |
| 363 |
| $38.4M |
| $39K |
| 4 | 4G CLINICAL, LLC 4G CLINICAL, LLC 401(K) PLAN | WELLESLEY HILLS MA | 234 | $16.5M | $16K |
