Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Real Estate Index Fund Admiral Mutual fund in their Schedule of Assets, totaling $8.9M 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 | OPHTHALMIC CONSULTANTS OF BOSTON, INC. OPHTHALMIC CONSULTANTS OF BOSTON, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 541 | $116.6M | $2.0M |
| 2 | FIRST BRECKINRIDGE BANCSHARES, INC. FIRST BRECKINRIDGE BANCSHARES, INC. RETIREMENT PLAN | IRVINGTON KY | 379 | $29.5M | $950K |
| 3 | DUGAN PRODUCTION CORPORATION |
FARMINGTON NM |
| 160 |
| $16.6M |
| $815K |
| 4 | ARES HOLDINGS, LLC NEXTECH 401(K) PLAN | MELBOURNE FL | 2,801 | $56.5M | $759K |
| 5 | SULLIVAN & WORCESTER LLP SULLIVAN & WORCESTER LLP SAVINGS AND INVESTMENT PLAN | BOSTON MA | 197 | $117.9M | $622K |
| 6 | FRANKCRUM 11, INC. FRANKCRUM RETIREMENT SAVINGS PLAN | CLEARWATER FL | 8,562 | $205.6M | $578K |
| 7 | HALE TRAILER BRAKE & WHEEL, INC. HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN | VOORHEES NJ | 489 | $36.3M | $404K |
| 8 | TACOMA SCREW PRODUCTS, INC. THE 401(K) PROFIT SHARING PLAN OF TACOMA SCREW PRODUCTS, INC. | TACOMA WA | 369 | $18.8M | $359K |
| 9 | ROHRICH AUTOMOTIVE GROUP ROHRICH AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 409 | $17.3M | $332K |
| 10 | CAMBRIDGE MOBILE TELEMATICS, INC. CAMBRIDGE MOBILE TELEMATICS 401(K) PLAN | CAMBRIDGE MA | 325 | $44.4M | $282K |
