Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Specialized Div Reit Index Fund Adm Shs in their Schedule of Assets, totaling $3.2M 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 | INSPIRE11 LLC INSPIRE11 401(K) PLAN | CHICAGO IL | 266 | $21.6M | $889K |
| 2 | TROPIC TROPIC 401(K) PLAN | NEW YORK NY | 151 | $8.2M | $376K |
| 3 | BINTI BINTI 401(K) PLAN | SAN FRANCISCO CA | 81 | $8.8M | $351K |
| 4 | LITHIC, INC. PAY WITH PRIVACY 401(K) PLAN | NEW YORK NY | 107 | $6.3M | $276K |
| 5 | SLIDERULE LABS INC. SPRINGBOARD 401(K) PLAN | SAN FRANCISCO CA | 52 | $6.1M | $272K |
| 6 | PERSE BEAUTY INC PERSE BEAUTY 401(K) PLAN | BROOKLYN NY | 287 | $5.6M | $245K |
| 7 | MEASURE HEALTH INNOVATIONS, LLC MEASURE HEALTH INNOVATIONS 401(K) PLAN | OKLAHOMA CITY OK | 280 | $4.5M | $210K |
| 8 | ATOMIC BRANDS INC ATOMIC BRANDS INC 401(K) PLAN | BARRINGTON IL | 119 | $4.4M | $194K |
| 9 | GLOSSGENIUS, INC. GLOSSGENIUS 401(K) PLAN | NEW YORK NY | 153 | $3.2M | $115K |
| 10 | LEADSTACK, INC LEADSTACK 401(K) PLAN | SAN FRANCISCO CA | 88 | $2.1M | $87K |