Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Vanguard Real Estate Index Admiral Shares - in their Schedule of Assets, totaling $12.0M 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 | PACIFIC UNIVERSITY PACIFIC UNIVERSITY SECTION 403(B) PLAN | FOREST GROVE OR | 1,342 | $243.3M | $2.1M |
| 2 | POINT LOMA NAZARENE UNIVERSITY POINT LOMA NAZARENE UNIVERSITY RETIREMENT PLAN | SAN DIEGO CA | 644 | $170.7M | $1.9M |
| 3 | ANNUAL REVIEWS ANNUAL REVIEWS 403(B) DC PLAN |
SAN MATEO CA |
| 92 |
| $53.4M |
| $1.6M |
| 4 | HILLSPIRE, LLC HILLSPIRE, LLC RETIREMENT SAVINGS PLAN | PALO ALTO CA | 692 | $94.1M | $1.1M |
| 5 | DICKINSON COUNTY HEALTHCARE SYSTEM DICKINSON COUNTY HEALTHCARE SYSTEM 401(K) PLAN | IRON MOUNTAIN MI | 564 | $36.3M | $875K |
| 6 | FIRST STATE BANK OF ST. CHARLES MISSOURI FIRST STATE BANK OF ST. CHARLES MISSOURI 401(K) PLAN | LAKE ST. LOUIS MO | 180 | $25.2M | $632K |
| 7 | RIVERSIDE COMMUNITY CARE, INC. RIVERSIDE COMMUNITY CARE, INC. 403(B) PLAN | DEDHAM MA | 1,612 | $24.3M | $539K |
| 8 | CHICKASAW NATION INDUSTRIES, INC. CHICKASAW NATION INDUSTRIES, INC. 401(K) PLAN | NORMAN OK | 202 | $42.5M | $393K |
| 9 | WOMACK GROUP, LLC WOMACK GROUP, LLC RETIREMENT PLAN | FARMERS BRANCH TX | 409 | $59.2M | $319K |
| 10 | NOVAK CONSTRUCTION COMPANY, INC. NOVAK CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | CHICAGO IL | 132 | $17.4M | $286K |
