Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 198 U.S. retirement plans report holding Vanguard* Real Estate Index Fund Admiral Shares in their Schedule of Assets, totaling $104.2M 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 | CONTINENTAL TIRE THE AMERICAS, LLC WELFARE BENEFITS PLAN FOR RETIREES OF CONTINENTAL - RUBBER | FORT MILL SC | 3,554 | $126.0M | $19.8M |
| 2 | THE UNIVERSITY OF TULSA THE UNIVERSITY OF TULSA DEFINED CONTRIBUTION RETIREMENT PLAN | TULSA OK | 1,173 | $427.4M | $4.7M |
| 3 | MARCUM LLP |
MELVILLE NY |
| 3,682 |
| $558.0M |
| $4.4M |
| 4 | GILBANE INC. GILBANE 401(K) & RETIREMENT PLAN | PROVIDENCE RI | 3,592 | $1.0B | $3.8M |
| 5 | AKERMAN LLP AKERMAN LLP 401(K) PROFIT SHARING PLAN | ORLANDO FL | 1,368 | $452.3M | $3.7M |
| 6 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $3.2M |
| 7 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $2.4M |
| 8 | ASSURITY LIFE INSURANCE COMPANY ASSURITY LIFE INSURANCE COMPANY 401(K) PLAN | LINCOLN NE | 389 | $107.0M | $2.4M |
| 9 | NEW LEXINGTON CLINIC, P.S.C. NEW LEXINGTON CLINIC, P.S.C. SAVINGS AND PROFIT SHARING PLAN | LEXINGTON KY | 1,491 | $295.5M | $2.4M |
| 10 | CHERRY BEKAERT ADVISORY LLC CHERRY BEKAERT ADVISORY LLC 401(K) PLAN | RICHMOND VA | 2,316 | $263.0M | $2.3M |
