Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Real Estate Index Institutional Fund in their Schedule of Assets, totaling $2.3M 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 | UNITED PARCEL SERVICE COMPANY UPS/IBT LOCAL 2727 401(K) PLAN | LOUISVILLE KY | 1,912 | $508.1M | $1.5M |
| 2 | UNITED PARCEL SERVICE COMPANY UPS/IBT LOCAL 2727 DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 1,911 | $617.7M | $845K |
