Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Real Estate Index Fund Mutual funds in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLTRAILS, INC ALLTRAILS 401(K) PLAN | SAN FRANCISCO CA | 198 | $12.3M | $562K |
| 2 | TREDEGAR CORPORATION TREDEGAR CORPORATION RETIREMENT SAVINGS PLAN | RICHMOND VA | 1,444 | $137.3M | $244K |
| 3 | MASON, BRUCE & GIRARD, INC. MASON, BRUCE & GIRARD, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN |
PORTLAND OR |
| 77 |
| $10.2M |
| $169K |
| 4 | NORTHWEST COSMETIC LABORATORIE NORTHWEST COSMETIC LABORATORIE 401(K) PROFIT SHARING PLAN & TRUST | IDAHO FALLS ID | 593 | $6.6M | $86K |
| 5 | CLEAR TITLE AGENCY OF ARIZONA CLEAR TITLE AGENCY OF ARIZONA 401(K) PLAN | PHOENIX AZ | 89 | $5.7M | $21K |
| 6 | MICROTECHNOLOGIES LLC MICROTECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN & TRUST | DELRAY BEACH FL | 99 | $8.5M | $12K |