Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Van Real Est Idx Adm Mutual Fund in their Schedule of Assets, totaling $8.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SG ADMINISTRATION, LLC SG ADMINISTRATION, LLC 401(K) SAVINGS AND INVESTMENT PLAN | SELMA TX | 719 | $118.8M | $3.2M |
| 2 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 15,659 | $288.3M | $1.0M |
| 3 | KALMBACH FEEDS, INC. KALMBACH FEEDS, INC. 401(K) PLAN |
UPPER SANDUSKY OH |
| 871 |
| $59.4M |
| $1.0M |
| 4 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 8,200 | $156.6M | $827K |
| 5 | LUMSDEN & MCCORMICK, LLP LUMSDEN & MCCORMICK, LLP 401(K) PLAN | BUFFALO NY | 132 | $55.6M | $736K |
| 6 | JITTERBIT, INC. JITTERBIT, INC. 401(K)PLAN | ALAMEDA CA | 133 | $18.2M | $340K |
| 7 | IMPERATIVE CARE, INC. IMPERATIVE CARE, INC. 401(K) PLAN | CAMPBELL CA | 465 | $33.1M | $280K |
| 8 | MITUTOYO RESEARCH & DEVELOPMENT AMERICA, INC. MITUTOYO RESEARCH & DEVELOPMENT AMERICA, INC. EMPLOYEES' 401(K) RETIREMENT PLAN AND TRUST | KIRKLAND WA | 93 | $45.3M | $211K |
| 9 | AVEDIS ZILDJIAN CO. AVEDIS ZILDJIAN CO. RETIREMENT PLAN | NORWELL MA | 257 | $27.8M | $121K |
| 10 | GLANDER INTERNATIONAL BUNKERING, INC. USTC RETIREMENT PLAN | PALM BEACH GARDENS FL | 96 | $20.0M | $113K |
