Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Specialized Div REIT Index Mutual Fund in their Schedule of Assets, totaling $305K 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 | CARBON AUTONOMOUS ROBOTIC SYSTEMS, INC. CARBON AUTONOMOUS ROBOTIC SYSTEMS 401(K) PLAN | SEATTLE WA | 154 | $3.6M | $160K |
| 2 | U.S. ENGINEERING COMPANY HOLDINGS U. S. ENGINEERING COMPANY HOLDINGS 401(K) PROFIT SHARING PLAN & TRUST | KANSAS CITY MO | 406 | $51.8M | $144K |