Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 80 U.S. retirement plans report holding Vanguard real estate index Mutual Fund - in their Schedule of Assets, totaling $31.7M 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 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN | CARLSBAD CA | 2,434 | $168.7M | $5.0M |
| 2 | BERGELECTRIC CORPORATION BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN | CARLSBAD CA | 1,984 | $138.2M | $4.3M |
| 3 | UTICA UNIVERSITY |
UTICA NY |
| 1,079 |
| $148.0M |
| $3.2M |
| 4 | BREAKTHRU BEVERAGE GROUP, LLC BREAKTHRU BEVERAGE GROUP 40 L(K) PLAN | NEW YORK NY | 7,882 | $768.8M | $2.1M |
| 5 | HR BENEFITS INC 401(K) TECH COLLECTIVE PLAN | ISSAQUAH WA | 2,360 | $88.8M | $1.1M |
| 6 | BOYD CORPORATION, INC. BOYD CORPORATION 401(K) PLAN | PLEASANTON CA | 841 | $92.3M | $979K |
| 7 | COASTAL COMMUNITY BANK COASTAL COMMUNITY BANK 401(K) PLAN | EVERETT WA | 486 | $45.4M | $910K |
| 8 | WESTERN WASHINGTON MEDICAL GROUP, INC., P.S. WESTERN WASHINGTON MEDICAL GROUP 401(K) RETIREMENT PLAN AND TRUST | EVERETT WA | 349 | $106.0M | $815K |
| 9 | PRIMARY RESIDENTIAL MORTGAGE, INC. PRIMARY RESIDENTIAL MORTGAGE, INC. 401(K) PLAN | SALT LAKE CITY UT | 1,066 | $81.7M | $789K |
| 10 | KEJR, INC. GEOPROBE SYSTEMS 401(K) PLAN | SALINA KS | 188 | $18.9M | $761K |
