Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding Vanguard Real estate index # in their Schedule of Assets, totaling $41.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | BOARD OF TRUSTEES, CENTRAL CALIFORNIA IBEW-NECA CENTRAL CALIFORNIA IBEW-NECA PROFIT SHARING PLAN | SAN JOSE CA | 477 | $75.7M | $1.5M |
| 5 | AMPAC FINE CHEMICALS LLC AMPAC FINE CHEMICALS LLC PENSION PLAN FOR SALARIED EMPLOYEES | RANCHO CORDOVA CA | 61 | $33.4M | $1.5M |
| 6 | BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 WELFARE FUND ROAD CARRIERS LOCAL 707 WELFARE FUND | HEMPSTEAD NY | 673 | $30.1M | $1.5M |
| 7 | SUMMIT UTILITIES, INC. SUMMIT UTILITIES, INC. 401(K) PLAN | FORT SMITH AR | 1,341 | $100.1M | $1.3M |
| 8 | MORRIS JAMES LLP MORRIS JAMES LLP RETIREMENT PLAN | WILMINGTON DE | 162 | $69.0M | $1.1M |
| 9 | GRESHAM SMITH GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NASHVILLE TN | 1,211 | $224.7M | $1.1M |
| 10 | PARK NICOLLET HEALTH SERVICES PARK NICOLLET HEALTH SERVICES 403(B) RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 1,927 | $200.1M | $1.0M |
