Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Real Estate Index Adm. Mutual funds in their Schedule of Assets, totaling $8.8M 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 | DIAMONDBACK E & P LLC DIAMONDBACK E & P LLC 401(K) PLAN | OKLAHOMA CITY OK | 1,028 | $250.7M | $3.5M |
| 2 | CARR, RIGGS & INGRAM, LLC CARR, RIGGS & INGRAM, LLC 401(K) PLAN & TRUST | ENTERPRISE AL | 2,234 | $328.2M | $2.1M |
| 3 | HP COMMUNICATIONS, INC. HP COMMUNICATIONS, INC. 401(K) PLAN |
CORONA CA |
| 629 |
| $40.4M |
| $737K |
| 4 | TERRAPOWER, LLC TERRAPOWER, LLC 401(K) PLAN | BELLEVUE WA | 648 | $96.7M | $714K |
| 5 | CENTERS FOR ADVANCED ORTHOPAEDICS, LLC CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN | BETHESDA MD | 2,133 | $196.1M | $551K |
| 6 | REDAPTIVE, INC. REDAPTIVE, INC. 401(K) PLAN | DENVER CO | 171 | $19.6M | $315K |
| 7 | CHILDNET, INC. CHILDNET, INC. 403(B) PLAN | FORT LAUDERDALE FL | 574 | $27.0M | $265K |
| 8 | UPSTACK, INC. UPSTACK 401(K) PLAN | NEW YORK NY | 162 | $6.5M | $140K |
| 9 | DAKO RESOURCES LLC DAKO RESOURCES LLC 401(K) PROFIT SHARING PLAN & TRUST | TROY MI | 826 | $20.9M | $96K |
| 10 | WORLDWIDE EQUIPMENT ENTERPRISES WORLDWIDE EQUIPMENT ENTERPRISES, INC. EMPLOYEES SAVINGS | KNOXVILLE TN | 817 | $23.6M | $96K |
