Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Real Estate Index Fund - Instl Shares Registered Investment Company # in their Schedule of Assets, totaling $29.8M 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 | TRUSTEES OF COLUMBIA UNIVERSITY RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY | NEW YORK NY | 15,229 | $5.6B | $13.9M |
| 2 | TRUSTEES OF COLUMBIA UNIVERSITY COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN | NEW YORK NY | 25,099 | $4.7B | $11.5M |
| 3 | PATTERSON BELKNAP WEBB & TYLER LLP |
NEW YORK NY |
| 162 |
| $51.8M |
| $1.4M |
| 4 | PATTERSON BELKNAP WEBB & TYLER LLP 401(K) PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 144 | $93.2M | $1.4M |
| 5 | PATTERSON BELKNAP WEBB & TYLER LLP 401(K) PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 153 | $89.3M | $969K |
| 6 | PATTERSON BELKNAP WEBB & TYLER LLP DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 95 | $47.0M | $445K |
| 7 | TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT COLUMBIA UNIVERSITY DEFINED CONTRIBUTION PLAN FOR SUPPORTING STAFF | NEW YORK NY | 1,199 | $177.3M | $135K |
| 8 | TRUSTEES OF COLUMBIA UNIVERSITY C/O BENEFITS DEPARTMENT COLUMBIA UNIVERSITY DEFINED CONTRIBUTION PLAN - SUPPORTING STAFF ASSOCIATION AT THE COLLEGE OF PHYSICIANS AND SURGEONS | NEW YORK NY | 1,106 | $116.5M | $123K |
