Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Real Estate 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HODGSON RUSS LLP HODGSON RUSS RETIREMENT PLAN | BUFFALO NY | 348 | $152.0M | $2.0M |
| 2 | AMPCO-PITTSBURGH CORPORATION AMPCO-PITTSBURGH CORPORATION RETIREMENT PLAN | CARNEGIE PA | 340 | $160.6M | $471K |
| 3 | TRUSTEES OF OPERATING ENGINEERS LOCAL 148 HEALTH OPERATING ENGINEERS LOCAL 148 HEALTH AND WELFARE TRUST |
ST. LOUIS MO |
| 100 |
| $5.8M |
| $147K |
| 4 | PEOPLES SECURITY BANK & TRUST COMPANY PENN SECURITY BANK AND TRUST COMPANY EMPLOYEES' PENSION PLAN | DUNMORE PA | 34 | $18.5M | $122K |
| 5 | SEPAC, INC THE 401(K) PLAN | ELMIRA NY | 147 | $10.7M | $31K |
| 6 | LT HOSPITALITY MANAGEMENT INC. LT HOSPITALITY MANAGEMENT INC. - 401K | NEW YORK NY | 0 | $0 | $2K |
