Heitman
Search the plans that hold Heitman funds
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
29
21 with $250K or more
Dollars held
$742M
69,833 of 69,862 plans with fund lines hold none
Share of fund dollars
<0.1%
#118 of 154 managers
Top recordkeeper
Fidelity (FMR)
6 of the holding plans
Plans adding and dropping its funds, 2024 to 2025
No 401(k) and similarplans with both years added or dropped this manager's funds.
Which plans hold Heitman funds
The largest 10 plans in each list.
| IAM National Pension Fund$16.0B plan · Board of Trustees of the I.A.M. National Pension Fund, DC · Not identified | $236M |
| Western States Carpenters Pension Plan$14.5B plan · Board of Trustees of the Western States Carpenters Pension Trust, CA · Carpenters Southwest Admin | $215M |
| California Ironworkers Field Pension Trust$3.53B plan · Board of Trustees, California Ironworkers Field Pension Trust Fun, CA · Ironworkers Employee Benefit | $98.0M |
| United Brotherhood of Carpenters Pension Fund United States Segment$1.16B plan · United Brotherhood of Carpenters Pension Fund, NV · Benesys | $35.9M |
| Truist Financial Corporation Pension Plan$15.9B plan · Truist Financial Corporation, NC · Fidelity (FMR) | $30.3M |
| Carpenters Labor-Management Pension Plan$1.18B plan · United Brotherhood of Carpenters Labor-Mgmt PF Trustee, CA · Southern Benefit Administrators | $21.0M |
| Carpenters Pension Trust Fund for Northern California$6.58B plan · Carpenters Pension Trust Fund, CA · Not identified | $19.3M |
| Greater Pennsylvania Carpenters' Pension Fund$1.66B plan · Greater Pennsylvania Carpenters' Pension Fund, PA · Carpenters Combined Funds | $15.2M |
| Massmutual Pension Plan$2.48B plan · Massachusetts Mutual Life Insurance Company, MA · Fidelity (FMR) | $10.0M |
| Eastern Atlantic States Carpenters Pension Fund$7.81B plan · Board of Trustees Eastern Atlantic States Carpenters Pension Fund, PA · Bridgeway Benefit Technologies | $8.9M |
Plans whose filed schedule lists Heitman funds.
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Where the holding plans keep their records
| Recordkeeper | Plans | Held |
|---|---|---|
| Fidelity (FMR) | 6 | $51.5M |
| Carpenters Southwest Admin | 1 | $215M |
| Ironworkers Employee Benefit | 1 | $98.0M |
| Benesys | 1 | $35.9M |
| Southern Benefit Administrators | 1 | $21.0M |
| Carpenters Combined Funds | 1 | $15.2M |
| Bridgeway Benefit Technologies | 1 | $8.9M |
| John Hancock (Manulife) | 1 | $7.7M |
| Allspring | 1 | $3.2M |
| TELUS Health | 1 | $1.9M |
Plans with a material holding. Recordkeeper as read from the service-provider schedule.
How plans hold it
Other: 98% of the dollars
Vehicle as filed. Shares under 0.5% left out.
| Name | Share | Detail |
|---|---|---|
| Other | 98% | $727M |
| Mutual fund | 1.5% | $11.1M |
3 funds, plus 4 names not yet matched
| Fund | Plans | Dollars |
|---|---|---|
| Heitman US Real Estate Securities Fund | 2 | $8.5M |
| CF Heitman America Real Estate Trust LP FDFiled names | 2 | $436K |
| Heitman Global Real Estate Securities CIT | 2 | $324K |