Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Vanguard Real Estate Index Inv Vanguard 0 in their Schedule of Assets, totaling $7.7M 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 | MURFIN, INC. MURFIN, INC., RETIREMENT PLAN | WICHITA KS | 1,334 | $124.1M | $678K |
| 2 | ADVANCED RADIOLOGY CONSULTANTS, LLC ADVANCED RADIOLOGY CONSULTANTS, LLC PROFIT SHARING PLAN | SHELTON CT | 271 | $70.9M | $666K |
| 3 | HEALTHCARE PERFORMANCE GROUP, INC. HPG 401(K) RETIREMENT PLAN |
COLWICH KS |
| 83 |
| $26.4M |
| $412K |
| 4 | GRUBB MANAGEMENT, LLC GRUBB MANAGEMENT, LLC 401(K) PS PLAN | CHARLOTTE NC | 222 | $21.9M | $375K |
| 5 | FLORIDA PENINSULA HOLDING, LLC FLORIDA PENINSULA HOLDING, LLC 401(K) PLAN | BOCA RATON FL | 302 | $25.6M | $364K |
| 6 | ITO, INC. ITO, INC. DBA KIKKA 401K PLAN | INGLEWOOD CA | 1,064 | $27.8M | $335K |
| 7 | EQUUS CAPITAL PARTNERS, LTD. EQUUS CAPITAL PARTNERS, LTD. 401(K) SAVINGS PLAN | NEWTOWN SQUARE PA | 282 | $69.2M | $324K |
| 8 | ORBIS OPERATIONS MANAGEMENT COMPANY, LLC ORBIS RETIREMENT PLAN | MCLEAN VA | 168 | $32.5M | $285K |
| 9 | INVENTEC DISTRIBUTION (NORTH AMERICA) CORP. INVENTEC 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 80 | $26.0M | $266K |
| 10 | USOH 401K, LLC U.S. OCCMED HOLDINGS, LLC 401(K) PLAN | LIVINGSTON TX | 789 | $37.2M | $264K |
