Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding VAN REAL EST IDX ADM in their Schedule of Assets, totaling $4.5M 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 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS AND ARTHUR LLP 401K RETIREMENT PLAN MASTER TRUST | COLUMBUS OH | — | $220.1M | $944K |
| 2 | BOHLER ENGINEERING P.C. BOHLER ENGINEERING P.C. 401(K) PLAN | WARREN NJ | 924 | $141.3M | $736K |
| 3 | HEADWAY TECHNOLOGIES, INC. |
MILPITAS CA |
| 772 |
| $255.8M |
| $489K |
| 4 | SYNIVERSE TECHNOLOGIES LLC SYNIVERSE TECHNOLOGIES SAVINGS PLAN | TAMPA FL | 469 | $176.2M | $411K |
| 5 | CROSSCOUNTRY CONSULTING LLC CROSSCOUNTRY CONSULTING 401(K) P/S PLAN | MCLEAN VA | 841 | $83.8M | $350K |
| 6 | NIHON KOHDEN AMERICA, INC NIHON KOHDEN AMERICA 401(K) RETIREMENT PLAN | IRVINE CA | 644 | $78.5M | $289K |
| 7 | DESCHUTES BREWERY, INC. DESCHUTES BREWERY, INC. 401(K) PLAN | BEND OR | 388 | $31.5M | $275K |
| 8 | CONTROL POINT ASSOCIATES, INC. CONTROL POINT ASSOCIATES, INC. 401(K) PLAN | WARREN NJ | 193 | $17.8M | $262K |
| 9 | SK FOOD GROUP, INC. PB U.S. AFFILIATES RETIREMENT SAVINGS PLAN | TOLLESON AZ | 3,260 | $47.9M | $259K |
| 10 | L & N FEDERAL CREDIT UNION L & N FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 297 | $35.7M | $224K |
