Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard REIT Index Fund Institutional Shares in their Schedule of Assets, totaling $32.9M 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 | JACOBS TECHNOLOGY, INC. JACOBS TECHNOLOGY INC. EMPLOYEES' SAVINGS PLAN | TULLAHOMA TN | 8,335 | $2.2B | $19.0M |
| 2 | D. E. SHAW & CO., L.P. D. E. SHAW & CO. 401(K) PLAN | NEW YORK NY | 1,342 | $719.2M | $14.0M |