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 Registered investment company in their Schedule of Assets, totaling $7.0M 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 | WESTON SOLUTIONS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | WEST CHESTER PA | 1,041 | $546.0M | $2.9M |
| 2 | WES HOLDINGS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | WEST CHESTER PA | 1,041 | $546.0M | $2.9M |
| 3 | HACKENSACK RADIOLOGY GROUP, P.A. |
RIVER EDGE NJ |
| 140 |
| $61.2M |
| $798K |
| 4 | MYVEST CORPORATION MYVEST 401(K) PLAN | SAN FRANCISCO CA | 120 | $26.4M | $378K |
