Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vanguard Specialized Dividend Real Estate Index Fund Admiral Shares Mutual Fund in their Schedule of Assets, totaling $258K 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 | WHELE HR LLC PERCH 401(K) PLAN | WILMINGTON DE | 45 | $5.9M | $258K |
