Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Real Estate Index Fund Adm. in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF THE RETIREMENT PLAN RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 | WAUKESHA WI | 1,960 | $374.0M | $2.5M |
| 2 | SKYWARD, INC. SKYWARD, INC. 401(K) PLAN | STEVENS POINT WI | 718 | $106.5M | $2.0M |
| 3 | HIGHERECHELON, INC. HIGHERECHELON 401(K) PLAN |
HUNTSVILLE AL |
| 348 |
| $14.8M |
| $441K |
| 4 | CMC GROUP, INC. CMC GROUP, INC. RETIREMENT SAVINGS PLAN | BOWLING GREEN OH | 192 | $15.5M | $263K |
| 5 | RIGHTWAY FASTENERS, INC. RIGHTWAY FASTENERS, INC. RETIREMENT SAVINGS PLAN | COLUMBUS IN | 276 | $6.5M | $74K |
| 6 | NORTH AMERICAN RESCUE, LLC NORTH AMERICAN RESCUE, LLC 401(K) RETIREMENT PLAN | GREER SC | 165 | $14.3M | $66K |
| 7 | F&H ELECTRICAL CONTRACTORS, INC. F&H CONTRACTORS 401(K) PLAN | CRYSTAL RIVER FL | 355 | $10.6M | $59K |
| 8 | OPPORTUNITIES INC OF JEFFERSON CO UNTY 403 B THRIFT PLAN OF OPPORTUNITIES INC OF JEFFERSON COUNTY | FORT ATKINSON WI | 308 | $10.6M | $53K |
| 9 | 2014 HEALTH, LLC US HEALTHVEST GROUP 401(K) PLAN | DES PLAINES IL | 2,262 | $21.6M | $565 |
