Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Vanguard Specialized Div Reit Index Fund Admiral Shares Mutual Fund in their Schedule of Assets, totaling $5.8M 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 | FLOQAST, INC. FLOQAST 401(K) PLAN | LOS ANGELES CA | 694 | $25.1M | $1.0M |
| 2 | NARVAR INC NARVAR 401(K) PLAN | SAN MATEO CA | 182 | $15.1M | $608K |
| 3 | LIQUIDIA TECHNOLOGIES, INC. LIQUIDIA TECHNOLOGIES 401(K) PLAN | MORRISVILLE NC |
| 164 |
| $13.8M |
| $603K |
| 4 | SPECTER OPS, INC. SPECTER OPS 401(K) PLAN | ALEXANDRIA VA | 159 | $13.7M | $593K |
| 5 | CAMUNDA INC. CAMUNDA 401(K) PLAN | SAN FRANCISCO CA | 135 | $12.7M | $506K |
| 6 | HOMELIGHT, INC. HOMELIGHT, INC. 401(K) PLAN | SCOTTSDALE AZ | 114 | $8.5M | $376K |
| 7 | TROVE INFORMATION TECHNOLOGIES, INC. TROVE INFORMATION TECHNOLOGIES, INC. 401(K) PLAN | SAN FRANCISCO CA | 139 | $9.2M | $369K |
| 8 | MARXENT LABS, LLC MARXENT LABS 401(K) PLAN | TAMPA FL | 123 | $6.8M | $279K |
| 9 | STENO AGENCY, INC. STENO AGENCY 401(K) PLAN | LOS ANGELES CA | 389 | $6.1M | $263K |
| 10 | OVERJET OVERJET 401(K) PLAN | CLAYMONT DE | 134 | $5.7M | $234K |