Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Real Estate Index Admiral Shares Mutual funds in their Schedule of Assets, totaling $149K 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 | BAKER PLACES, INC. BAKER PLACES 403(B) PLAN | SAN FRANCISCO CA | 157 | $5.2M | $77K |
| 2 | MENTAL HEALTH SERVICES FOR CLARK AND MADISON COUNTIES INC MHSCMC 403(B) PLAN | SPRINGFIELD OH | 233 | $6.6M | $73K |
