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 Investor Shares Registered Investment Company in their Schedule of Assets, totaling $1.0M 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 | RANCOCAS ANESTHESIOLOGY, P.A. RANCOCAS ANESTHESIOLOGY, P.A. 401(K) PLAN | MT. LAUREL NJ | 112 | $77.6M | $899K |
| 2 | MACDONALD, ILLIG, JONES & BRITTON LLP MACDONALD, ILLIG, JONES & BRITTON 401(K) RETIREMENT PLAN | ERIE PA | 91 | $82.4M | $142K |
