Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Real Estate Index Fund Institutional Shares Registered investment company in their Schedule of Assets, totaling $86.7M 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 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 10,895 | $5.4B | $47.4M |
| 2 | UNIVERSITY OF NOTRE DAME DU LAC UNIVERSITY OF NOTRE DAME 403(B) RETIREMENT PLAN | NOTRE DAME IN | 10,081 | $2.6B | $15.7M |
| 3 | NEW YORK UNIVERSITY |
NEW YORK NY |
| 12,000 |
| $1.3B |
| $10.8M |
| 4 | PROLIANCE SURGEONS, INC., P.S. PROLIANCE SURGEONS, INC., P.S. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 1,982 | $516.8M | $8.2M |
| 5 | BAUSCH & LOMB AMERICAS INC. BAUSCH & LOMB AMERICAS INC. RETIREMENT SAVINGS PLAN | BRIDGEWATER NJ | 5,266 | $810.6M | $4.6M |
