Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Real Estate Index Mutual funds in their Schedule of Assets, totaling $3.0M 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 | SUPPLYONE, INC. SUPPLYONE 401(K) PLAN | NEWTON SQUARE PA | 2,110 | $119.5M | $964K |
| 2 | DODGE CONSTRUCTION NETWORK LLC DODGE CONSTRUCTION NETWORK 401(K) SAVINGS PLAN | HAMILTON TOWNSHIP NJ | 459 | $117.2M | $914K |
| 3 | BEAM TECHNOLOGIES INC. BEAM TECHNOLOGIES 401(K) PLAN |
COLUMBUS OH |
| 233 |
| $16.9M |
| $677K |
| 4 | MEMBRANE HOLDINGS LLC ENTEK 401(K) PLAN | LEBANON OR | 569 | $66.7M | $202K |
| 5 | SOUTH LAKE CLINIC, P.A. SOUTH LAKE CLINIC, P. A. EMPLOYEES' PROFIT SHARING PLUS PLAN | MINNETONKA MN | 120 | $20.6M | $198K |
