Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding Vanguard Real Estate Index Admiral Registered investment company in their Schedule of Assets, totaling $21.8M 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 | NETSMART TECHNOLOGIES, INC. NETSMART TECHNOLOGIES, INC. 401(K) PLAN | OVERLAND PARK KS | 2,683 | $283.5M | $3.3M |
| 2 | SAGE SOFTWARE INC. SAGE 401(K) PLAN | ATLANTA GA | 2,030 | $432.9M | $3.1M |
| 3 | THE BASEBALL CLUB OF SEATTLE, LLLP THE SEATTLE MARINERS 401(K) PLAN |
SEATTLE WA |
| 1,415 |
| $73.9M |
| $2.0M |
| 4 | WELTMAN, WEINBERG & REIS CO., L.P.A WELTMAN, WEINBERG & REIS CO., L.P.A 401(K) PROFIT SHARING PLAN & TRUST | INDEPENDENCE OH | 636 | $58.5M | $1.6M |
| 5 | GARAN LUCOW MILLER, P.C. GARAN LUCOW MILLER, P.C. PROFIT SHARING PLAN & TRUST | DETROIT MI | 120 | $46.1M | $1.1M |
| 6 | PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY PENN NATIONAL INSURANCE 401(K) RETIREMENT SAVINGS PLAN | HARRISBURG PA | 801 | $217.6M | $1.0M |
| 7 | LIFE FLIGHT NETWORK, LLC LIFE FLIGHT NETWORK, LLC 401(K) PLAN | AURORA OR | 887 | $99.1M | $993K |
| 8 | HG INSIGHTS, INC. HG INSIGHTS, INC. 401(K) PLAN | SANTA BARBARA CA | 118 | $11.7M | $911K |
| 9 | ONBOARDIQ, INC ONBOARDIQ 401(K) PLAN | SAN FRANCISCO CA | 204 | $9.0M | $640K |
| 10 | HALL CAPITAL PARTNERS LLC HALL CAPITAL PARTNERS LLC 401(K) PLAN | SAN FRANCISCO CA | 206 | $50.7M | $571K |
