Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding ETF (VNQ) VGD REIT INDEX Registered Investment Company in their Schedule of Assets, totaling $26.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCRIPPS CLINIC MEDICAL GROUP, INC. SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | LA JOLLA CA | 1,073 | $962.1M | $13.4M |
| 2 | BREMER FINANCIAL CORPORATION BREMER 401(K) PLAN | ST. PAUL MN | 1,435 | $346.0M | $5.3M |
| 3 | SUNSET AVIATION, LLC DBA SOLAIRUS AVIATION |
PETALUMA CA |
| 1,127 |
| $183.9M |
| $4.3M |
| 4 | CHAI TRUST COMPANY, LLC D/B/A EQUITY GROUP INVESTMENTS CHAI TRUST COMPANY ADVANTAGE RETIREMENT SAVINGS PLAN | CHICAGO IL | 116 | $84.4M | $2.4M |
| 5 | ASSOCIATION OF MARYLAND PILOTS AMP 401(K) PLAN | BALTIMORE MD | 134 | $61.1M | $742K |
| 6 | TIGER MANAGEMENT L.L.C. TIGER MANAGEMENT L.L.C. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 65 | $33.7M | $682K |
