Funds & Managers search

Find plans by the funds they hold. Filter by recordkeeper, manager, fund, ticker or target-date series.

Include pensions

7 plans hold Global Real Estate Securities Fund Class A (POSAX) (2 with $250K or more) - $1.3M in this fund - 0.5% of their plan investments - 401(k) and similar plans, pensions not included

Covers 71,410 large plans, most recent filing each (plan years 2024-2026 for all but 17). Updated Nov 6, 2026.

Holds Global Real Estate Securities Fund Class A (POSAX)

Filings through Oct 29, 2026.

7shown on this page

Plan	State			Recordkeeper	Top manager (% of fund $)		Funds
Digital Prospectors Corporation2025 filing - Digital Prospectors 401(k) Retirement Plan	NH	$41.0M	$851K	Lincoln Financial	BlackRock 54%	47%	18
M Financial Holdings Incorporated2025 filing - M Financial Holdings Incorporated 401(k) Plan	OR	$101.5M	$333K	John Hancock (Manulife)	T. Rowe Price 75%	71%	25
Avants Operations, LLC2025 filing - Avants Operations, LLC 401(k) Plan	GA	$3.1M	$87K	Lincoln Financial	BlackRock 57%	0%	3
Esjoule, LLC2025 filing - Esjoule, LLC 401(k) Plan	CA	$12.6M	$20K	Not identified	Capital Group 46%	0%	13
QSM Health Systems, Inc.2025 filing - QSM Health Systems, Inc 401(k) and Profit Sharing Plan	FL	$7.4M	$15K	John Hancock (Manulife)	Capital Group 81%	0%	8
Forms & Supply Inc.2025 filing - Forms & Supply, Inc. 401(k) Plan	NC	$11.8M	$10K	Empower	Neuberger Berman 20%	0%	17
Curana Health LLC2025 filing - Curana Health LLC 401(k) Plan	VA	$82.5M	$132	Newport Group	Fidelity (FMR) 62%	24%	33

1 - 7 of 7

Funds & Managers search

Find plans by the funds they hold. Filter by recordkeeper, manager, fund, ticker or target-date series.

Include pensions

7 plans hold Global Real Estate Securities Fund Class A (POSAX) (2 with $250K or more) - $1.3M in this fund - 0.5% of their plan investments - 401(k) and similar plans, pensions not included

Covers 71,410 large plans, most recent filing each (plan years 2024-2026 for all but 17). Updated Nov 6, 2026.

Holds Global Real Estate Securities Fund Class A (POSAX)

Filings through Oct 29, 2026.

7shown on this page

Plan	State			Recordkeeper	Top manager (% of fund $)		Funds
Digital Prospectors Corporation2025 filing - Digital Prospectors 401(k) Retirement Plan	NH	$41.0M	$851K	Lincoln Financial	BlackRock 54%	47%	18
M Financial Holdings Incorporated2025 filing - M Financial Holdings Incorporated 401(k) Plan	OR	$101.5M	$333K	John Hancock (Manulife)	T. Rowe Price 75%	71%	25
Avants Operations, LLC2025 filing - Avants Operations, LLC 401(k) Plan	GA	$3.1M	$87K	Lincoln Financial	BlackRock 57%	0%	3
Esjoule, LLC2025 filing - Esjoule, LLC 401(k) Plan	CA	$12.6M	$20K	Not identified	Capital Group 46%	0%	13
QSM Health Systems, Inc.2025 filing - QSM Health Systems, Inc 401(k) and Profit Sharing Plan	FL	$7.4M	$15K	John Hancock (Manulife)	Capital Group 81%	0%	8
Forms & Supply Inc.2025 filing - Forms & Supply, Inc. 401(k) Plan	NC	$11.8M	$10K	Empower	Neuberger Berman 20%	0%	17
Curana Health LLC2025 filing - Curana Health LLC 401(k) Plan	VA	$82.5M	$132	Newport Group	Fidelity (FMR) 62%	24%	33

1 - 7 of 7