Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Real Estate Idx Adm in their Schedule of Assets, totaling $22.0M 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 | SAINT JOSEPH'S UNIVERSITY SAINT JOSEPH'S UNIVERSITY RETIREMENT PLAN | PHILADELPHIA PA | 2,380 | $553.5M | $7.1M |
| 2 | HOWARD UNIVERSITY HOWARD UNIVERSITY SAVINGS PLAN | WASHINGTON DC | 6,688 | $1.2B | $4.9M |
| 3 | RIVERDALE COUNTRY SCHOOL RIVERDALE COUNTRY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
BRONX NY |
| 449 |
| $76.6M |
| $3.0M |
| 4 | RIVERDALE COUNTRY SCHOOL RIVERDALE COUNTRY SCHOOL TAX-DEFERRED ANNUITY PLAN | BRONX NY | 464 | $61.8M | $2.6M |
| 5 | PLUMBERS AND PIPEFITTERS LOCAL 553 PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN | EAST ALTON IL | 276 | $102.3M | $800K |
| 6 | UNIVERSITY OF VIRGINIA PHYSICIANS GROUP UVA PHYSICIANS GROUP VOLUNTARY TAX-DEFERRED SAVINGS PLAN | CHARLOTTESVILLE VA | 1,984 | $126.7M | $560K |
| 7 | FRIENDS ACADEMY FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | LOCUST VALLEY NY | 194 | $65.0M | $555K |
| 8 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 293 | $79.1M | $493K |
| 9 | TATA COMMUNICATIONS (AMERICA) INC. TATA COMMUNICATIONS 401(K) PLAN | MATAWAN NJ | 535 | $169.5M | $456K |
| 10 | BELOIT COLLEGE BELOIT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | BELOIT WI | 230 | $60.5M | $437K |
