Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding The Vanguard Group Vanguard Real Estate Index Admiral in their Schedule of Assets, totaling $1.3M 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 | STEIN ERIKSEN LODGE STEIN ERIKSEN LODGE 401(K) RETIREMENT SAVINGS PLAN | PARK CITY UT | 458 | $20.8M | $383K |
| 2 | FAIRFIELD MEDICAL CENTER FAIRFIELD MEDICAL CENTER 401(K) RETIREMENT SAVINGS PLAN | LANCASTER OH | 1,881 | $203.4M | $336K |
| 3 | THE MENNONITE HOME TANDEM LIVING SAVINGS AND RETIREMENT PLAN |
LANCASTER PA |
| 564 |
| $24.5M |
| $298K |
| 4 | TECHFLOW, INC. TECHFLOW, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 80 | $13.7M | $155K |
| 5 | LEAVITT PARTNERS, LLC LEAVITT PARTNERS, LLC RETIREMENT PLAN | COTTONWOOD HEIGHTS UT | 0 | $0 | $98K |
| 6 | ATLANTIC HEALTH SYSTEM INC. ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORRISTOWN NJ | 22,873 | $1.3B | $17K |
| 7 | MOGO LOGISTICS MOGO LOGISTICS 401(K) PLAN | KELLER TX | 226 | $210K | $16K |
| 8 | FULTON SCIENCE ACADEMY PRIVATE SCHOOL, INC. FULTON SCIENCE ACADEMY PRIVATE SCHOOL 401(K) PLAN | ALPHARETTA GA | 125 | $3.4M | $11K |
| 9 | LANCASTER ARCHERY SUPPLY, INC. LANCASTER ARCHERY SUPPLY 401(K) PLAN | LEOLA PA | 131 | $9.9M | $5K |
