Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding VANGUARD REIT INDEX FUND ADM MUTUAL FUNDS in their Schedule of Assets, totaling $6.5M 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 | ROUSH INDUSTRIES, INC. ROUSH 401(K) PROFIT SHARING PLAN | LIVONIA MI | 4,518 | $366.5M | $3.0M |
| 2 | SENTINEL TRANSPORTATION, LLC THRIFT AND SAVINGS PLAN FOR EMPLOYEES OF SENTINEL TRANSPORTATION, LLC | WILMINGTON DE | 790 | $96.5M | $1.9M |
| 3 | SHARED SERVICES, LLC SHARED SERVICES 401(K) PLAN |
CINCINNATI OH |
| 149 |
| $20.7M |
| $578K |
| 4 | QUANTUM METRIC INC QUANTUM METRIC 401(K) PLAN | COLORADO SPRINGS CO | 346 | $26.7M | $419K |
| 5 | TOKAI CARBON CB LTD. TOKAI CARBON CB LTD. 401(K) PLAN | FORT WORTH TX | 406 | $66.3M | $280K |
| 6 | PERFORMANCE RADIATOR PACIFIC, LLC PERFORMANCE RADIATOR PACIFIC LLC 401K PLAN | TACOMA WA | 162 | $6.4M | $157K |
| 7 | SOUTHVIEW MEDICAL GROUP, P.C. SOUTHVIEW MEDICAL GROUP, P. C. 401(K) PLAN | BIRMINGHAM AL | 227 | $52.9M | $113K |
| 8 | NUMERIX LLC NUMERIX LLC 401(K) SAVINGS PLAN | NEW YORK NY | 154 | $22.5M | $87K |
