Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Vanguard Real Estate Index Fund Admiral Shares Registered investment company in their Schedule of Assets, totaling $21.6M 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 | IPG PHOTONICS CORPORATION IPG PHOTONICS CORPORATION 401(K) RETIREMENT PLAN | OXFORD MA | 1,940 | $288.9M | $3.3M |
| 2 | BAUSCH HEALTH COMPANIES INC. BAUSCH HEALTH COMPANIES INC. RETIREMENT SAVINGS PLAN | BRIDGEWATER NJ | 1,867 | $691.0M | $2.7M |
| 3 | SCHRODER US HOLDINGS INC. |
NEW YORK NY |
| 344 |
| $220.8M |
| $2.5M |
| 4 | INFINITE ELECTRONICS, INC. INFINITE ELECTRONICS 401(K) PLAN | IRVINE CA | 563 | $51.5M | $2.0M |
| 5 | ROLLER BEARING CO OF AMERICA, INC. ROLLER BEARING COMPANY OF AMERICA 401(K) PLAN | OXFORD CT | 3,247 | $280.4M | $1.7M |
| 6 | LEUPOLD & STEVENS, INC. LEUPOLD & STEVENS RETIREMENT SAVINGS PLAN | BEAVERTON OR | 805 | $147.1M | $1.4M |
| 7 | JOHN D. & CATHERINE T. MACARTHUR FOUNDATION JOHN D. & CATHERINE T. MACARTHUR FOUNDATION RETIREMENT PLAN | CHICAGO IL | 204 | $130.1M | $1.1M |
| 8 | THE DOCTORS CLINIC, A P.C. THE DOCTORS CLINIC, A P. C. 401(K) PROFIT SHARING PLAN | SILVERDALE WA | 352 | $130.6M | $987K |
| 9 | MUCH SHELIST, P.C. MUCH SHELIST PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 159 | $60.2M | $908K |
| 10 | GI MANAGER L.P. GI PARTNERS 401(K) PLAN | SCOTTSDALE AZ | 181 | $63.9M | $787K |
