Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Vanguard Specialized Div Reit Index Fund Adm Shs Mutual fund - in their Schedule of Assets, totaling $6.6M 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 | RIPPLING RIPPLING 401(K) PLAN | SAN FRANCISCO CA | 2,289 | $76.6M | $3.0M |
| 2 | DSSV, INC. BRIGHTWHEEL 401(K) PLAN | SAN FRANCISCO CA | 488 | $13.8M | $582K |
| 3 | AUNT BERTHA, A PUBLIC BENEFIT CORPORATION AUNT BERTHA 401(K) PLAN | AUSTIN TX |
| 199 |
| $7.8M |
| $365K |
| 4 | RARE BEAUTY, LLC RARE BEAUTY, LLC 401(K) PLAN | EL SEGUNDO CA | 130 | $8.0M | $362K |
| 5 | AUTOFI, INC. AUTOFI 401(K) PLAN | SAN FRANCISCO CA | 153 | $7.1M | $344K |
| 6 | NILE GLOBAL, INC NILE GLOBAL, INC 401(K) PLAN | SAN JOSE CA | 124 | $7.1M | $332K |
| 7 | TALLY TECHNOLOGIES, INC. TALLY TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 79 | $5.9M | $264K |
| 8 | INSURIFY, INC INSURIFY 401(K) PLAN | CAMBRIDGE MA | 137 | $5.9M | $251K |
| 9 | XY PLANNING NETWORK, LLC XY PLANNING 401(K) PLAN | BOZEMAN MT | 87 | $5.5M | $244K |
| 10 | SEAMLESS AI SEAMLESS AI 401(K) PLAN | DUBLIN OH | 192 | $4.5M | $178K |
