Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard REIT Index Fund Adm Mutual Fund in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TERRA-GEN, LLC TERRA-GEN, LLC 401(K) PLAN | NEW YORK NY | 379 | $68.6M | $896K |
| 2 | MEDICAL ASSOCIATION OF GEORGIA MEDICAL ASSOCIATION OF GEORGIA MULTIPLE EMPLOYER 401(K) PROFIT SHARING PLAN | ATLANTA GA | 568 | $47.8M | $246K |
| 3 | NORTHERN COUNTIES HEALTH CARE, INC. NORTHERN COUNTIES HEALTH CARE RETIREMENT PLAN |
ST JOHNSBURY VT |
| 325 |
| $23.5M |
| $196K |
| 4 | C J MOYNA & SONS LLC C J MOYNA & SONS, LLC 401(K) RETIREMENT SAVINGS PLAN | ELKADER IA | 273 | $27.2M | $48K |
