Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard REIT Index ETF in their Schedule of Assets, totaling $4.7M 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 | INTERSTATE BATTERIES, INC. INTERSTATE BATTERIES 401(K) PLAN | DALLAS TX | 1,252 | $141.4M | $4.6M |
| 2 | NAVMAR APPLIED SCIENCES CORPORATION NAVMAR APPLIED SCIENCES CORPORATION 401(K) PROFIT SHARING PLAN | WARMINSTER PA | 114 | $31.9M | $31K |
| 3 | KEN CARYL GLASS, INC. KEN CARYL GLASS, INC. 401(K) PLAN |
LITTLETON CO |
| 116 |
| $9.7M |
| $54 |