Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Real Estate Index Admiral Registered investment companies in their Schedule of Assets, totaling $8.1M 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 | FLORIDA INSTITUTE OF TECHNOLOGY FLORIDA TECH RETIREMENT PLAN | MELBOURNE FL | 1,450 | $179.7M | $4.1M |
| 2 | THE REED COLLEGE REED COLLEGE RETIREMENT PLAN | PORTLAND OR | 653 | $254.9M | $3.2M |
| 3 | KAUFMAN, ROSSIN & CO., P.A. KAUFMAN ROSSIN 401(K) PLAN |
MIAMI FL |
| 570 |
| $91.8M |
| $579K |
| 4 | HERITAGE COMPANIES, LLC HERITAGE 401(K) PLAN | DOWNEY CA | 772 | $34.2M | $178K |
| 5 | TIDES ADVOCACY TIDES ADVOCACY 401(K) PLAN | LOS ANGELES CA | 271 | $10.3M | $54K |
