Form 5500 Search

TA Vanguard Reit Index RET Acct

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 115 retirement plans report an interest in this investment, totaling $25.4M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
115
Reported interest (EOY)
$25.4M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: TA Vanguard Reit Index RET Acct, TA Vanguard Reit Index RET. Counts combine all variants of the same investment.

Plans holding TA Vanguard Reit Index RET Acctranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1HELPSIDE INC.
HELPSIDE INC. 401(K) PLAN
LINDON
UT
9,010$233.9M$3.0M
2SMARTRONIX, LLC
SMX 401(K) PLAN
HOLLYWOOD
MD
1,333$169.8M$2.3M
3PLAN PROFESSIONALS, LLC
ISOLVED 401-K PLAN
SHREWSBURY
NJ
47,479$465.7M$1.9M
4EMPLOYER FLEXIBLE
EMPLOYER FLEXIBLE 401(K) PLAN
HOUSTON
TX
11,224$215.4M$1.9M
5MY HR PROS
MY HR PROS 401(K) PLAN
VAN BUREN
AR
4,608$79.6M$1.4M
6TEXO ABC-AGC, INC.
TEXO MEMBERS 401(K) PLAN
DALLAS
TX
6,383$117.1M$1.1M
7EMPOWER HR, LLC
EMPOWER HR RETIREMENT SAVINGS PLAN
CHANDLER
AZ
7,792$114.8M$704K
8DAVID&GOLIATH, LLC
DAVID&GOLIATH EMPLOYEES 401K/PROFIT SHARING PLAN
EL SEGUNDO
CA
162$31.3M$627K
9PLANSOURCE FINANCIAL SERVICES, INC.
PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN
ORLANDO
FL
1,933$80.7M$603K
10HALLKEEN MANAGEMENT, INC.
HALLKEEN MANAGEMENT, INC. 401(K) RETIREMENT PLAN
NORWOOD
MA
1,071$27.2M$587K
See all 115 plans holding TA Vanguard Reit Index RET Acct
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