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CMBS deal fund holders

BMARK 2024-V5 Fund Holders: Who Owns BMARK 2024-V5 CMBS?

A reverse NPORT-P holder map for BMARK 2024-V5: funds, families, mapped values, CUSIPs, tranches, filing dates, and links back to the deal and fund pages.
Holder tableBase deal pageAll holder pages
Latest SEC NPORT-P filing date in this holder set: 2026-06-29. The page is generated only for CMBS deals with at least 10 reporting funds.
Reported fund holders18
Mapped position value$28.9M
CUSIPs mapped7
Latest filing date2026-06-29
Vintage2024
Deal overview

BMARK 2024-V5

Benchmark 2024-V5 Mortgage Trust's issuance is a U.S. CMBS transaction issued from the BMARK shelf and backed by 36 commercial mortgage loans with an aggregate principal balance of 884.8 million at issuance, secured by the fee and leasehol...
Position summary

What the mapped funds report

18 funds report $28.9M in mapped positions across 7 CUSIP identifiers and7 tranche labels. The largest mapped holder is American Funds Multi-Sector Income Fund.Current trust balance: $885M; as of 2026-06-23.
Complete holder list

Funds reporting BMARK 2024-V5 positions

18 funds ranked by mapped position value
RankFundFamilyFund typeMapped value% mapped deal valueCUSIPsTranchesLatest filing
1American Funds Multi-Sector Income FundCapital Group / American FundsBond / income$5.9M20.5%08163XBA0, 08163XBC6A-M, C2026-05-28
2ICON FLEXIBLE BOND FUNDICON FLEXIBLEBond / income$3.9M13.4%08163XAG8D2026-06-01
3The Bond Fund of AmericaCapital Group / American FundsBond / income$3.5M12.1%08163XBA0A-M2026-02-26
4DoubleLine Commercial Real Estate ETFDoubleLineETF$3.4M11.6%08163XAW3, 08163XAY9A-1, A-32026-02-20
5MFS Income FundMFSBond / income$2.6M8.96%08163XBA0A-M2026-06-29
6Capital World Bond FundCapital WorldBond / income$2.1M7.13%08163XBA0, 08163XBC6A-M, C2026-02-26
7T. Rowe Price Spectrum Income FundT. RoweBond / income$1.8M6.19%08163XBA0A-M2026-02-26
8Bond Fund of AmericaCapital Group / American FundsBond / income$1.7M6.04%08163XBA0A-M2026-05-28
9iShares Core Universal USD Bond ETFBlackRock / iSharesETF$1.0M3.51%08163XBB8B2026-06-26
10Short-Term Bond Fund of AmericaCapital Group / American FundsBond / income$706.2K2.44%08163XBA0A-M2026-04-27
11Capital Income BuilderCapital IncomeAllocation / multi-asset$596.3K2.06%08163XBA0, 08163XBC6A-M, C2026-03-30
12Touchstone Strategic Trust-Touchstone Strategic Income FundTouchstone StrategicBond / income$547.6K1.90%08163XAZ6X-A2026-05-29
13Capital Group KKR Multi-Sector (plus)Capital GroupOther$511.5K1.77%08163XBC6C2026-05-29
14LOW-DURATION BOND FUNDLOW-DURATION BONDBond / income$267.4K0.93%08163XAY9A-32026-05-28
15American Funds Strategic Bond FundCapital Group / American FundsBond / income$188.2K0.65%08163XBC6C2026-05-28
16NVIT Bond Index FundNVIT BondBond / income$101.5K0.35%08163XBB8B2026-05-18
17Oaktree Diversified Income Fund Inc.Oaktree DiversifiedBond / income$59.1K0.20%08163XBC6C2025-02-28
18Jackson Credit Opportunities FundJackson CreditOther$56.5K0.20%08163XBC6C2026-02-25
Holder families

Mapped holdings by fund family

Family labels are conservative URL/name classifications.
FamilyMapped value% mapped valueFunds
Capital Group / American Funds$12.1M41.7%5
ICON FLEXIBLE$3.9M13.4%1
DoubleLine$3.4M11.6%1
MFS$2.6M8.96%1
Capital World$2.1M7.13%1
T. Rowe$1.8M6.19%1
BlackRock / iShares$1.0M3.51%1
Capital Income$596.3K2.06%1
Touchstone Strategic$547.6K1.90%1
Capital Group$511.5K1.77%1
LOW-DURATION BOND$267.4K0.93%1
NVIT Bond$101.5K0.35%1
Oaktree Diversified$59.1K0.20%1
Jackson Credit$56.5K0.20%1
Related holder pages

Nearby CMBS deal-holder pages

Same shelf or vintage where enough public funds report holdings.
DealVintageShelfFundsMapped valueLatest filing
BMARK 2020-B182020BMARK22$49.1M2026-06-24
BMARK 2025-V142025BMARK21$226M2026-06-26
BMO 2024-5C82024BMO21$164M2026-06-29
BMARK 2024-V82024BMARK21$75.5M2026-06-26
BMARK 2019-B132019BMARK21$54.9M2026-06-29
BMARK 2020-B172020BMARK21$39.4M2026-06-26
Methodology

How this deal-holder page is built

  1. Start with SEC NPORT-P holdings rows mapped to the DealCharts CMBS deal key.
  2. Group rows by fund series key and sum reported mapped position value.
  3. Carry CUSIPs, tranche labels, filing dates, reporting periods, fund identifiers, and source links.
  4. Publish a page only when at least 10 funds report mapped holdings in the deal.
  5. Link back to the base CMBS deal page and each fund page so the position can be traced both ways.
Boundary

Public fund-holder map, not a full ownership register

This page answers who reports holding BMARK 2024-V5 through public NPORT-P filings. It does not include private accounts, dealers, insurance portfolios, or every beneficial owner.
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