Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group Real Estate Index Fund in their Schedule of Assets, totaling $320K 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 | SMS DATA PRODUCTS GROUP, INC. SMS DATA PRODUCTS GROUP, INC. 401(K) RETIREMENT PLAN | MC LEAN VA | 627 | $84.3M | $268K |
| 2 | BISON TRANSPORT (USA), INC. BISON TRANSPORT (USA), INC. EMPLOYEES' 401(K) PLAN | AMHERST WI | 921 | $41.3M | $50K |
| 3 | ANNUITY HEALTH HOLDINGS LLC |
COLUMBIA SC |
| 474 |
| $4.0M |
| $2K |
