Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding The Vanguard Group Vanguard Real Estate Index Fund Admiral Shares in their Schedule of Assets, totaling $3.7M 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 | HAMPTON RESOURCES, INC. HAMPTON LUMBER RETIREMENT PLAN | PORTLAND OR | 1,327 | $313.9M | $3.5M |
| 2 | ASIAN AMERICAN HEALTH COALITION HOPE CLINIC 401(K) PLAN | HOUSTON TX | 210 | $6.8M | $150K |
| 3 | AGENDIA, INC. AGENDIA, INC. 401(K) PROFIT SHARING PLAN |
IRVINE CA |
| 174 |
| $18.3M |
| $47K |
| 4 | SOBOBA BAND OF LUISENO INDIANS SOBOBA CASINO OPERATIONS 401(K) PLAN | SAN JACINTO CA | 1,276 | $26.3M | $34K |
| 5 | TRESCO, INC. TRESCO, INC. 401(K) PLAN | LAS CRUCES NM | 289 | $3.5M | $11K |
