Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Real Estate Index Fund in their Schedule of Assets, totaling $129K 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 | MAX GRIGSBY COMPANY, INC. MGC, INC. 401(K) PLAN | HOUSTON TX | 129 | $8.8M | $64K |
| 2 | JACK WALTERS & SONS CORP. JACK WALTERS & SONS CORP. 401(K) RETIREMENT SAVINGS PLAN | ALLENTON WI | 140 | $9.7M | $38K |
| 3 | OREGON UROLOGY INSTITUTE, P.C. OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN |
SPRINGFIELD OR |
| 117 |
| $53.5M |
| $26K |
