Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard REIT Index CL Admiral in their Schedule of Assets, totaling $1.2M 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 | SOLOMONEDWARDSGROUP, LLC SOLOMONEDWARDSGROUP, LLC 401(K) SAVINGS PLAN | WAYNE PA | 394 | $38.4M | $675K |
| 2 | THE LEAGUERS, INC. THE LEAGUERS, INC. 403(B) PLAN | NEWARK NJ | 303 | $10.1M | $281K |
| 3 | TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN |
ST. PAUL MN |
| 1,408 |
| $204.0M |
| $253K |