Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Real Estate in their Schedule of Assets, totaling $19.5M 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 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH UCAR RETIREMENT PLAN | BOULDER CO | 1,643 | $1.2B | $16.8M |
| 2 | HODGSON RUSS LLP HODGSON RUSS RETIREMENT PLAN | BUFFALO NY | 348 | $152.0M | $2.0M |
| 3 | AMPCO-PITTSBURGH CORPORATION AMPCO-PITTSBURGH CORPORATION RETIREMENT PLAN |
CARNEGIE PA |
| 340 |
| $160.6M |
| $471K |
| 4 | TRUSTEES OF OPERATING ENGINEERS LOCAL 148 HEALTH OPERATING ENGINEERS LOCAL 148 HEALTH AND WELFARE TRUST | ST. LOUIS MO | 100 | $5.8M | $147K |
| 5 | PEOPLES SECURITY BANK & TRUST COMPANY PENN SECURITY BANK AND TRUST COMPANY EMPLOYEES' PENSION PLAN | DUNMORE PA | 34 | $18.5M | $122K |
| 6 | SEPAC, INC THE 401(K) PLAN | ELMIRA NY | 147 | $10.7M | $31K |
| 7 | LT HOSPITALITY MANAGEMENT INC. LT HOSPITALITY MANAGEMENT INC. - 401K | NEW YORK NY | 0 | $0 | $2K |