Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard REIT Index Mutual fund in their Schedule of Assets, totaling $13.5M 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 | CHICK-FIL-A, INC. CHICK-FIL-A, INC. 401(K) PLAN | ATLANTA GA | 8,828 | $1.1B | $5.5M |
| 2 | MERIDIAN COOPERATIVE, INC. MERIDIAN COOPERATIVE SAVINGS PLAN | ATLANTA GA | 551 | $109.3M | $3.5M |
| 3 | BAKER STERCHI COWDEN AND RICE LLC BAKER STERCHI COWDEN AND RICE LLC 401K SAVINGS PLAN |
KANSAS CITY MO |
| 196 |
| $44.3M |
| $1.6M |
| 4 | HARKINS BUILDERS, INC. HARKINS BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLUMBIA MD | 286 | $123.3M | $963K |
| 5 | COLORADO SPRINGS RADIOLOGISTS, P.C. COLORADO SPRINGS RADIOLOGISTS, P.C. PROFIT SHARING PLAN | COLORADO SPRINGS CO | 202 | $49.9M | $843K |
| 6 | STRATUS.HR STRATUS.HR RETIREMENT PLAN | SANDY UT | 3,166 | $63.7M | $246K |
| 7 | OPENSYMMETRY, LLC OPENSYMMETRY, LLC EMPLOYEE SAVINGS TRUST | AUSTIN TX | 73 | $7.7M | $245K |
| 8 | DMC-MANAGEMENT CO., LTD THE DINERSTEIN COMPANIES 401(K) EMPLOYEE SAVINGS PLAN | HOUSTON TX | 330 | $11.5M | $237K |
| 9 | BELLWETHER HOUSING BELLWETHER HOUSING RETIREMENT SAVINGS PLAN | SEATTLE WA | 183 | $9.2M | $185K |
| 10 | CLOVERDALE FOODS COMPANY CLOVERDALE 401K PLAN | MANDAN ND | 422 | $17.1M | $86K |
