Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Matrix Trust Company Vanguard Real Estate Index Admiral in their Schedule of Assets, totaling $383K 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 | CONSTANT CARE MANAGEMENT COMPANY, LLC CONSTANT CARE MANAGEMENT COMPANY, LLC 401K PLAN | PLANO TX | 276 | $3.3M | $213K |
| 2 | CHOCTAW CONSTRUCTION SERVICES LLC CHOCTAW CONSTRUCTION SERVICES LLC 401(K) PLAN | KATY TX | 278 | $1.4M | $99K |
| 3 | INLAND XMILE, INC. INLAND XMILE, INC. 401(K) PLAN |
SOUTH SALT LAKE UT |
| 339 |
| $926K |
| $63K |
| 4 | ALAKOR HEALTHCARE, LLC (DBA) MONROVIA MEMORIAL HOSPITAL ALAKOR HEALTHCARE, LLC (DBA) MONROVIA MEMORIAL HOSPITAL 401 (K) PLAN | MONROVIA CA | 169 | $132K | $8K |
