US REAL ESTATE INVESTMENT FUND LLC
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17+1 YoYRank #881 of mapped providers
Assets under administration$24.0B0.0%Market share · rank #525
Fees received$2MMedian $88,147/planSum across Schedule C direct + indirect
Net wins YoY+14 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical US REAL ESTATE INVESTMENT FUND LLC plan look like?
Service mix · median fees per plan
Count of plans where US REAL ESTATE INVESTMENT FUND LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Soft dollars commissionsCode 28 | 12 | $74,952 | |
Investment management fees paid directly by planCode 51 | 3 | $131,954 | |
Custodial (securities); Investment managementCode 19 | 1 | $59,690 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $40,534 |
Competitor overlap
Percent of US REAL ESTATE INVESTMENT FUND LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under US REAL ESTATE INVESTMENT FUND LLC.
| Sponsor | From | Assets |
|---|---|---|
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | GENESIS ASSET MANAGERS LLP | $14.7B |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | NEUBERGER BERMAN | $1.8B |
LABORERS DISTRICT COUNCIL OF W PA PENSION FUND BOARD OF TRUSTEESPA · 256135576-001 | COWDEN ASSOCIATES, INC. | $948M |
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEESDC · 530025740-001 | JPMORGAN INVEST HOLDINGS LLC | $186M |
Plans lost in 2024
Appeared last year under US REAL ESTATE INVESTMENT FUND LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES OF I.B.E.W. 490 PENSIONNH · 026026500-001 | INTERCONTINENTAL REAL ESTATE CORP | $58M |
TUSCALOOSA PLUMBERS & STEAMFITTERS LOCAL 372 PENSION PLANAL · 630267566-002 | BOYD WATTERSON ASSET MANAGEMENT | $53M |
LIFEWAY MOBILITY HOLDING, LLCCT · 474807209-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | $14.7B | 92,130 | $148,539 | 1y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $22,000 | 2y | - |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | $1.8B | 18,092 | $559,716 | 1y | - |
LABORERS DISTRICT COUNCIL OF W PA PENSION FUND BOARD OF TRUSTEESPA · 256135576-001 | $948M | 16,000 | $59,435 | 1y | - |
PIPEFITTERS LOCAL UNION NO.537MA · 042760802-002 | $785M | 3,374 | $241,335 | 9y | - |
BOARD OF TRUSTEES - MARC PENSION PLANMD · 526051388-001 | $575M | 9,688 | $169,790 | 8y | - |
UNITED FOOD AND COMMERCIAL WORKERS EMPLOYERS PENSION PLANWI · 396069053-001 | $475M | 14,962 | $286,018 | 9y | - |
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 PENSION FUND BOARD OF TRUSTEIL · 376053929-001 | $328M | 2,029 | $262,020 | 3y | - |
TMT BAC LOCAL UNION #7NY · 386829765-001 | $214M | 3,116 | $131,954 | 10y | - |
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEESDC · 530025740-001 | $186M | 485 | $56,896 | 1y | - |
Flag exposure
88.2%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (16)
Raw Schedule C names collapsed into US REAL ESTATE INVESTMENT FUND LLC.
- L REAL ESTATE II S C A SICAR
- M&N REAL ESTATE 500 ROSS STREET
- NB REAL ESTATE SECONDARY OPP FD LP
- REAL ESTATE INVESTMENT FUND, LLC
- U S REAL ESTATE INVESTMENT FUND
- U.S REAL STATE INVESTMENT FUND, LLC
- U.S. REAL ESTATE INVEST FUND LLC
- U.S. REAL ESTATE INVESTMENT FD, LLC
- U.S. REAL ESTATE INVESTMENT FUND
- U.S. REAL ESTATE INVESTMENT FUND LL
- U.S. REAL ESTATE INVESTMENT FUND, L
- US REAL ESTATE INVESTMENT FD
- US REAL ESTATE INVESTMENT FUND
- US REAL ESTATE INVESTMENT FUND LLC
- US REAL ESTATE INVESTMENT FUND, LLC
- US REAL ESTATE INVESTMENTS FUND, LL
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for US REAL ESTATE INVESTMENT FUND LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with US REAL ESTATE INVESTMENT FUND LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent