Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 38 retirement plans report an interest in this investment, totaling $9.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: TA Vanguard Real Estate Index RET A, TA Vanguard Real Estate Index RET. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $3.6M |
| 2 | HOUSTON CHAPTER AGC/LOUISIANA AGC AGC SOUTHWEST CHAPTERS 401(K) PLAN | HOUSTON TX | 14,004 | $526.8M | $2.5M |
| 3 | TRI STAR SERVICES, LLC TRI STAR SERVICES, LLC 401(K) PLAN | NASHVILLE TN | 2,046 | $22.3M | $875K |
| 4 | HS1 MEDICAL MANAGEMENT, INC. HS1 MEDICAL MANAGEMENT, INC. 401(K) PLAN | FORT LAUDERDALE FL | 346 | $21.6M | $246K |
| 5 | JERRY'S GM, LLC JERRY'S GM, LLC 401(K) PLAN | WEATHERFORD TX | 248 | $16.9M | $218K |
| 6 | BRONX CENTER FOR REHABILITATION & HEALTHCARE BRONX CENTER HEALTHCARE SYSTEMS 401(K) PLAN | BRONX NY | 10,351 | $77.5M | $180K |
| 7 | TRUE NORTH HUMAN CAPITAL, LLC TRUE NORTH HUMAN CAPITAL RETIREMENT SAVINGS PLAN | LAKE SUCCESS NY | 638 | $26.4M | $152K |
| 8 | LRS ARCHITECTS, INC. LRS ARCHITECTS EMPLOYEE SAVINGS PLAN | PORTLAND OR | 107 | $19.3M | $141K |
| 9 | BEST BRANDS INC. BEST BRANDS 401(K) PLAN | NASHVILLE TN | 307 | $10.3M | $131K |
| 10 | THE GEHR GROUP, INC. THE GEHR GROUP INC. 401(K) PROFIT SHARING PLAN | COMMERCE CA | 146 | $16.4M | $123K |
