Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard REIT Index Adm Registered investment company in their Schedule of Assets, totaling $1.1M 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 | UNIVERSITY MECHANICAL CONTRACTORS, INC. UNIVERSITY MECHANICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | LYNNWOOD WA | 195 | $35.7M | $881K |
| 2 | VALLEY PRESBYTERIAN HOSPITAL 401(A) VALLEY PRESBYTERIAN HOSPITAL DEFINED CONTRIBUTION PLAN | VAN NUYS CA | 1,352 | $77.6M | $156K |
| 3 | LUSH HANDMADE COSMETICS LLC. |
PHOENIX AZ |
| 433 |
| $8.1M |
| $15K |
