Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Transamerica Life Ins Co TA Vanguard REIT Index Ret Opt in their Schedule of Assets, totaling $2.1M 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 | THE DELTA PATHOLOGY GROUP, LLC THE DELTA PATHOLOGY GROUP, LLC 401(K) PLAN | SHREVEPORT LA | 274 | $65.7M | $946K |
| 2 | MODERN HR, INC. THE CONNECTME 401(K) PLAN | BURBANK CA | 12,573 | $108.1M | $740K |
| 3 | BRIGHTINSIGHT, INC. BRIGHTINSIGHT, INC. RETIREMENT SAVINGS PLAN |
SAN JOSE CA |
| 57 |
| $10.7M |
| $349K |
| 4 | BAYSIDE AUTO GROUP BAYSIDE AUTO GROUP 401(K) PROFIT SHARING PLAN AND TRUST | PRINCE FREDERICK MD | 296 | $14.3M | $29K |
