Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Real Estate Index Fund Registered investment company in their Schedule of Assets, totaling $20.1M 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 | UCB HOLDINGS, INC. UCB, INC. 401(K) RETIREMENT PLAN | SMYRNA GA | 1,896 | $979.7M | $10.2M |
| 2 | RALEY'S RALEY'S 401(K) RETIREMENT SAVINGS PLAN | WEST SACRAMENTO CA | 17,670 | $639.7M | $5.4M |
| 3 | GRIFFON CORPORATION GRIFFON CORPORATION RETIREMENT PLAN |
NEW YORK NY |
| 3,770 |
| $650.2M |
| $2.2M |
| 4 | STIMSON LUMBER COMPANY STIMSON LUMBER COMPANY 401(K) PLAN | PORTLAND OR | 499 | $99.5M | $520K |
| 5 | DEKRA NORTH AMERICA, INC. DEKRA AMERICA, INC. 401(K) PLAN | ATLANTA GA | 559 | $49.0M | $374K |
| 6 | WEIDNER PROPERTY MANAGEMENT LLC WEIDNER 401(K) RETIREMENT SAVINGS PLAN | KIRKLAND WA | 1,574 | $63.2M | $264K |
| 7 | PLANET LABS PBC PLANET LABS 401(K) PLAN | SAN FRANCISCO CA | 511 | $57.6M | $249K |
| 8 | PLANET LABS, INC. PLANET LABS, INC. 401(K) PLAN | SAN FRANCISCO CA | 472 | $45.5M | $228K |
| 9 | ITALENT CORPORATION ITALENT CORPORATION 401(K) PLAN & TRUST | CAMPBELL CA | 190 | $9.9M | $140K |
| 10 | CASCADE DESIGNS, INC. CASCADE DESIGNS, INC. 401(K) SAVINGS & INVESTMENT PLAN | SEATTLE WA | 226 | $29.6M | $118K |
