Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Funds Real Estate Index Fund in their Schedule of Assets, totaling $2.7M 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 | BRUNK INDUSTRIES, INC. BRUNK INDUSTRIES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN | LAKE GENEVA WI | 303 | $28.5M | $1.3M |
| 2 | HEARTLAND TECHNOLOGY GROUP, INC. HEARTLAND TECHNOLOGY GROUP SAVINGS AND RETIREMENT PLAN | LITTLE CHUTE WI | 182 | $32.3M | $955K |
| 3 | GLENN RIEDER, LLC |
WEST ALLIS WI |
| 275 |
| $19.6M |
| $269K |
| 4 | GAMBER-JOHNSON, LLC GAMBER-JOHNSON, LLC 401(K) PLAN | STEVENS POINT WI | 295 | $10.3M | $173K |