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 Admiral Mutual fund in their Schedule of Assets, totaling $2.7M 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 | REDWOOD CREDIT UNION REDWOOD CREDIT UNION 401(K) RETIREMENT PLAN | SANTA ROSA CA | 912 | $103.9M | $1.3M |
| 2 | ASCEND LEARNING LLC ASCEND LEARNING LLC 401(K) PLAN | LEAWOOD KS | 1,669 | $183.9M | $1.2M |
| 3 | KELLEY BROS. LLC KELLEY BROS. SALARY SAVINGS PLAN |
SYRACUSE NY |
| 309 |
| $26.0M |
| $127K |
| 4 | CONSUMER DIRECTED CHOICES, INC. CONSUMER DIRECTED CHOICES, INC. 401(K) PLAN | ALBANY NY | 3,198 | $5.3M | $22K |