Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 69 U.S. retirement plans report holding Vanguard Real Estate Index Fund, Admiral Shares in their Schedule of Assets, totaling $33.2M 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 | MARCUM LLP MARCUM LLP 401(K) PLAN | MELVILLE NY | 3,682 | $558.0M | $4.4M |
| 3 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN |
ALEXANDRIA VA |
| 1,546 |
| $875.1M |
| $2.4M |
| 4 | SWEENEY CONRAD, P.S. SWEENEY CONRAD, P.S. 401(K) SAVINGS PLAN | KIRKLAND WA | 139 | $27.7M | $556K |
| 5 | FRIENDS CENTRAL SCHOOL CORPORATION FRIENDS CENTRAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WYNNEWOOD PA | 178 | $66.7M | $518K |
| 6 | AFFILIATED INDEPENDENT DISTRIBUTORS, INC. AFFILIATED INDEPENDENT DISTRIBUTORS, INC. 401(K) RETIREMENT PLAN AND TRUST | WAYNE PA | 193 | $36.0M | $498K |
| 7 | LAWMAN HEATING AND COOLING, INC. LAWMAN HEATING AND COOLING, INC. PREVAILING WAGE PENSION PLAN | SACKETS HARBOR NY | 36 | $11.8M | $416K |
| 8 | TRADEWIND GROUP, INC. TRADEWIND GROUP, INC PROFIT SHARING 401(K) PLAN | HONOLULU HI | 439 | $125.7M | $389K |
| 9 | MCCOMBS STEEL COMPANY, INC. MCCOMBS STEEL COMPANY, INC. 401(K) PROFIT SHARING PLAN | STATESVILLE NC | 76 | $7.3M | $316K |
| 10 | NATIONAL MORTGAGE & FINANCE CO LTD NATIONAL MORTGAGE AND FINANCE COMPANY, LIMITED PROFIT SHARING 401(K) PLAN | HONOLULU HI | 88 | $14.5M | $292K |
