Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Vanguard REIT Index Admiral Mutual fund - in their Schedule of Assets, totaling $15.5M 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 | NORTHERN COLORADO ANESTHESIA PROFESSIONALS, PLLC NORTHERN COLORADO ANESTHESIA PROFESSIONALS, PLLC 401K PLAN | FORT COLLINS CO | 113 | $66.8M | $2.0M |
| 2 | SITUSAMC HOLDINGS CORP. SITUSAMC 401(K) PLAN | HOUSTON TX | 1,952 | $208.9M | $2.0M |
| 3 | FORT COLLINS RADIOLOGIC ASSOCIATES, P.C. |
FORT COLLINS CO |
| 88 |
| $36.6M |
| $1.6M |
| 4 | PAYDEN & RYGEL CAPITAL ACCUMULATION P/S PLAN FOR EMPLOYEES OF PAYDEN & RYGEL | LOS ANGELES CA | 213 | $124.3M | $1.5M |
| 5 | ISEC, INC. ISEC, INC. 401(K) SAVINGS PLAN | GREENWOOD VILLAGE CO | 793 | $118.2M | $1.4M |
| 6 | 4IMPRINT, INC. 4IMPRINT, INC. 401(K) PLAN | OSHKOSH WI | 1,616 | $105.2M | $1.2M |
| 7 | MASSACHUSETTS AUDUBON SOCIETY, INC. MASSACHUSETTS AUDUBON SOCIETY 403(B) RETIREMENT SAVINGS PLAN | LINCOLN MA | 639 | $55.1M | $931K |
| 8 | CO ARCHITECTS CO ARCHITECTS RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 129 | $28.0M | $748K |
| 9 | MILL CREEK RESIDENTIAL TRUST LLC MILL CREEK RESIDENTIAL TRUST RESOURCES LLC 401(K) PLAN | DALLAS TX | 1,325 | $149.8M | $676K |
| 10 | ROBERT E. MASON & ASSOCIATES, INC. ROBERT E. MASON & ASSOCIATES, INC. PROFIT SHARING PLAN | CHARLOTTE NC | 351 | $68.3M | $641K |
