Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Group Vanguard Real Estate Index Fund in their Schedule of Assets, totaling $10.0M 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 | WORLEY GROUP INC. WORLEY GROUP INC. 401(K) PLAN | HOUSTON TX | 5,779 | $1.4B | $7.0M |
| 2 | ZELLE LLP ZELLE LLP PROFIT SHARING/401(K) PLAN | MINNEAPOLIS MN | 95 | $69.5M | $1.0M |
| 3 | LONDEN INSURANCE GROUP, INC. LONDEN INSURANCE GROUP 401(K) PROFIT SHARING PLAN |
PHOENIX AZ |
| 364 |
| $53.0M |
| $539K |
| 4 | DORIS DUKE MANAGEMENT FOUNDATION DORIS DUKE MANAGEMENT FOUNDATION 401(K) PLAN | NEW YORK NY | 116 | $50.3M | $478K |
| 5 | HOMEWOOD DISPOSAL SERVICE, INC. HOMEWOOD DISPOSAL SERVICE, INC. 401(K) PROFIT SHARING PLAN | HOMEWOOD IL | 667 | $61.6M | $360K |
| 6 | LANZATECH, INC. LANZATECH RETIREMENT SAVINGS 401(K) PLAN | SKOKIE IL | 298 | $28.0M | $278K |
| 7 | THE SOLOMON-PAGE GROUP, LLC THE SOLOMON-PAGE GROUP, LLC 401(K) SAVINGS PLAN | NEW YORK NY | 648 | $45.6M | $121K |
| 8 | PACIFIC MANAGEMENT, INC. REALTY MANAGEMENT AND ADVISORS EMPLOYEE RETIREMENT | RIVER FOREST IL | 189 | $17.9M | $43K |
| 9 | ACCESS ONE INC. ACCESS ONE INC. 401(K) PLAN | CHICAGO IL | 112 | $8.9M | $32K |
| 10 | AERZEN USA CORP AERZEN USA CORP. 401(K) PROFIT SHARING PLAN | COATESVILLE PA | 226 | $17.8M | $22K |
