Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Real Estate Inx Instl Registered Investment Company in their Schedule of Assets, totaling $262.5M 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 | THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE TX | 32,145 | $8.9B | $185.0M |
| 2 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $17.5M |
| 3 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN |
NATICK MA |
| 3,799 |
| $1.8B |
| $12.8M |
| 4 | MAVERICK TUBE CORPORATION TENARIS 401(K) SAVINGS PLAN | HOUSTON TX | 3,524 | $366.1M | $11.4M |
| 5 | COTY INC. COTY RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,009 | $449.6M | $11.1M |
| 6 | NATIONAL INSTRUMENTS CORPORATION NATIONAL INSTRUMENTS 401(K) PLAN | AUSTIN TX | 0 | $778.7M | $9.3M |
| 7 | HYDRIL COMPANY TENARIS 401(K) SAVINGS PLAN | HOUSTON TX | 3,279 | $228.8M | $7.5M |
| 8 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I | DALLAS TX | 490 | $309.0M | $3.2M |
| 9 | REDSTONE FEDERAL CREDIT UNION REDSTONE FEDERAL CREDIT UNION EMPLOYEES' SAVINGS & RETIREMENT PLAN & TRUST | HUNTSVILLE AL | 1,353 | $161.1M | $2.7M |
| 10 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II | DALLAS TX | 514 | $207.0M | $2.1M |
