Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding Vanguard Real Estate Index - in their Schedule of Assets, totaling $37.0M 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 | PARK NICOLLET HEALTH SERVICES PARK NICOLLET HEALTH SERVICES 401K RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 8,313 | $2.2B | $11.6M |
| 2 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $5.3M |
| 3 | BOARD OF TRUSTEES ELECTRICAL WORKERS PENSION FUND |
DULUTH MN |
| 576 |
| $102.5M |
| $5.1M |
| 4 | MARTIN/MARTIN, INC. MARTIN/MARTIN, INC. 401(K) PLAN | LAKEWOOD CO | 371 | $90.1M | $1.9M |
| 5 | BOARD OF TRUSTEES, CENTRAL CALIFORNIA IBEW-NECA CENTRAL CALIFORNIA IBEW-NECA PROFIT SHARING PLAN | SAN JOSE CA | 477 | $75.7M | $1.5M |
| 6 | SUMMIT UTILITIES, INC. SUMMIT UTILITIES, INC. 401(K) PLAN | FORT SMITH AR | 1,341 | $100.1M | $1.3M |
| 7 | GRESHAM SMITH GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NASHVILLE TN | 1,211 | $224.7M | $1.1M |
| 8 | PARK NICOLLET HEALTH SERVICES PARK NICOLLET HEALTH SERVICES 403(B) RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 1,927 | $200.1M | $1.0M |
| 9 | WELLTOWER INC. WELLTOWER INC. RETIREMENT PLAN AND TRUST | TOLEDO OH | 651 | $104.3M | $876K |
| 10 | ANESTHESIOLOGY GROUP ASSOCIATES, INC. ANESTHESIOLOGY GROUP ASSOCIATES, INC. (APMC) PROFIT SHARING PLAN | BATON ROUGE LA | 114 | $47.2M | $841K |
