Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TA Vanguard REIT Index Ret Opt in their Schedule of Assets, totaling $257K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROTOLO CONSULTANTS, INC. RCI 401(K) PLAN | SLIDELL LA | 394 | $10.4M | $157K |
| 2 | RHOMBUS SERVICES LLC DBA BRANDPOINT SERVICES BRANDPOINT SERVICES 401(K) PROFIT SHARING PLAN | TROOPER PA | 115 | $6.0M | $77K |
| 3 | NISBET ENTERPRISES, INC. NISBET ENTERPRISES, INC. 401(K) PLAN |
LABELLE FL |
| 263 |
| $1.8M |
| $23K |
