Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Group Reit Index Fund Adm Shs Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | COSMETIC PHYSICIAN PARTNERS LLC COSMETIC PHYSICIAN PARTNERS LLC 401(K) PLAN | DALLAS TX | 429 | $11.5M | $546K |
| 2 | SCHVEY INC. AXONI 401(K) PLAN | NEW YORK NY | 40 | $4.8M | $206K |
| 3 | BLUEBOARD, INC. BLUEBOARD 401(K) PLAN | SAN DIEGO |
| 167 |
| $2.4M |
| $111K |
| 4 | SENSIBLE CARE, A MEDICAL CORP. SENSIBLE CARE, A MEDICAL CORP. 401(K) PLAN | SANTA ANA CA | 178 | $2.0M | $90K |
| 5 | THE LAUNCHCODE FOUNDATION LAUNCHCODE 401(K) PLAN | ST. LOUIS MO | 102 | $1.8M | $90K |
| 6 | EVOKE BEHAVIORAL HEALTH LLC EVOKE BEHAVIORAL HEALTH LLC 401(K) PLAN | ARVADA CO | 86 | $504K | $22K |