Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Real Estate Idx Inst Registered Investment Company in their Schedule of Assets, totaling $78.6M 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 | YALE UNIVERSITY YALE UNIVERSITY MATCHING RETIREMENT PLAN | NEW HAVEN CT | 6,135 | $602.0M | $49.1M |
| 2 | YALE UNIVERSITY YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN | NEW HAVEN CT | 20,372 | $873.9M | $25.5M |
| 3 | THE UNIVERSITY OF PUGET SOUND UNIVERSITY OF PUGET SOUND RETIREMENT SAVINGS PLAN |
TACOMA WA |
| 923 |
| $354.1M |
| $4.1M |
