Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding VAN REAL EST IDX ADM Registered investment company in their Schedule of Assets, totaling $21.1M 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 | SIMPSON THACHER & BARTLETT LLP SIMPSON THACHER & BARTLETT LLP COMMINGLED MASTER TRUST FOR RETIREMENT PLANS | NEW YORK NY | — | $997.8M | $10.8M |
| 2 | BUNGE NORTH AMERICA, INC. THE BUNGE DEFINED CONTRIBUTION MASTER TRUST | CHESTERFIELD MO | — | $563.1M | $3.9M |
| 3 | SNOWFLAKE INC. |
MENLO PARK CA |
| 4,771 |
| $529.4M |
| $3.0M |
| 4 | VISTA EQUITY PARTNERS MANAGEMENT, LLC VISTA EQUITY PARTNERS MANAGEMENT, LLC RETIREMENT PLAN | SAN FRANCISCO CA | 642 | $140.8M | $1.6M |
| 5 | OXFORD INDUSTRIES, INC. THE OXFORD INDUSTRIES, INC. RETIREMENT SAVINGS PLA | ATLANTA GA | 6,797 | $218.4M | $826K |
| 6 | EVOTEC (US) INC. EVOTEC (US) INC. 401(K) PLAN | PRINCETON NJ | 729 | $59.1M | $530K |
| 7 | MULTNOMAH ATHLETIC CLUB MULTNOMAH ATHLETIC CLUB 401K RETIREMENT SAVINGS PLAN | PORTLAND OR | 797 | $27.6M | $229K |
| 8 | DOLAN ENTERPRISES, INC. DBA DOLAN TOYOTA DOLAN AUTO GROUP 401(K) PROFIT SHARING PLAN | RENO NV | 662 | $10.3M | $111K |
| 9 | PACIFIC COAST BANKERS' BANCSHARES PACIFIC COAST BANKERS' BANCSHARES 401(K) SAVINGS PLAN | WALNUT CREEK CA | 119 | $21.2M | $23K |
