Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 82 U.S. retirement plans report holding Vanguard Real Estate Index – ADM Mutual Fund in their Schedule of Assets, totaling $22.3M 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 | HARVARD-WESTLAKE SCHOOL HARVARD-WESTLAKE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | STUDIO CITY CA | 364 | $220.8M | $2.3M |
| 2 | NATIONAL ASSOCIATION FOR STOCK CAR AUTO RACING, LLC NASCAR EMPLOYEE 401 (K) SAVINGS PLAN | DAYTONA BEACH FL | 4,912 | $248.0M | $1.6M |
| 3 | BAY MEDICAL MANAGEMENT, LLC |
WALNUT CREEK CA |
| 337 |
| $208.6M |
| $1.5M |
| 4 | BAPTIST HEALTH CARE CORPORATION BAPTIST HEALTH CARE, INC. RETIREMENT SAVINGS 403(B) PLAN | PENSACOLA FL | 5,316 | $298.0M | $1.2M |
| 5 | SWA GROUP SWA GROUP PROFIT SHARING AND SAVINGS PLAN | SAUSALITO CA | 215 | $89.0M | $1.2M |
| 6 | ICONIQ CAPITAL, LLC ICONIQ CAPITAL 401(K) PLAN | SAN FRANCISCO CA | 447 | $85.6M | $936K |
| 7 | HTC AMERICA, INC. HTC AMERICA, INC. 401(K) PLAN | BERKELEY CA | 98 | $32.6M | $756K |
| 8 | NEXANS USA INC. NEXANS USA INC. 401K RETIREMENT SAVINGS PLAN | GOOSE CREEK SC | 598 | $112.4M | $652K |
| 9 | EMIRATES USA EMIRATES RETIREMENT SAVINGS PLAN | NEW YORK NY | 302 | $48.1M | $612K |
| 10 | THE WINE GROUP, INC. THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN | RIPON CA | 372 | $17.2M | $536K |
