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 - Instl Shares in their Schedule of Assets, totaling $60.3M 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 | NORTHWESTERN MUTUAL LIFE INS. CO. THE NORTHWESTERN MUTUAL EMPLOYEE SAVINGS PLAN | MILWAUKEE WI | 8,160 | $2.9B | $28.0M |
| 2 | NORTHWESTERN MUTUAL LIFE INS.CO. THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY AGENTS PERSISTENCY FEE GUARANTEE FUND | MILWAUKEE WI | 6,097 | $1.4B | $19.7M |
| 3 | AMERIHEALTH CARITAS SERVICES, LLC |
NEWTOWN SQUARE PA |
| 9,598 |
| $947.5M |
| $5.1M |
| 4 | DEBEVOISE & PLIMPTON LLP DEBEVOISE & PLIMPTON LLP CASH OR DEFERRED PLAN FOR PARTNERS AND STAFF | NEW YORK NY | 745 | $380.8M | $4.5M |
| 5 | DEBEVOISE & PLIMPTON LLP RETIREMENT PLAN FOR LAWYERS OF DEBEVOISE & PLIMPTON LLP | NEW YORK NY | 142 | $214.3M | $3.0M |
