Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Real Estate Indx Adm Pooled Separate Account in their Schedule of Assets, totaling $604K 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 | KARAT, INC. KARAT 401(K) PLAN | SEATTLE WA | 89 | $11.4M | $421K |
| 2 | CAL COAST MACHINERY, INC. CAL COAST MACHINERY, INC. 401(K) PROFIT SHARING PLAN | SANTA MARIA CA | 116 | $13.0M | $134K |
| 3 | CAPITAL REALTY GROUP INC CAPITAL REALTY GROUP INC 401(K) PROFIT SHARING PLAN & TRUST |
SPRING VALLEY NY |
| 405 |
| $4.5M |
| $22K |
| 4 | AMERICAN PORTFOLIO MORTGAGE CORPORATION AMERICAN PORTFOLIO MORTGAGE CORPORATION 401(K) PLAN | PALATINE IL | 217 | $9.7M | $15K |
| 5 | TOWN SQUARE MORTGAGE & INVESTMENTS, LLC TOWN SQUARE MORTGAGE & INVESTMENTS, LLC 401(K) PLAN | DALLAS TX | 56 | $6.9M | $13K |
