Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Specialized Dividend Reit Index Fund Admiral Mutual Fund in their Schedule of Assets, totaling $1.8M 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 | PATH CCM, INC. PATH CCM, INC. 401(K) PLAN | SANTA CLARA CA | 460 | $14.7M | $618K |
| 2 | SHAPE THERAPEUTICS INC. SHAPE THERAPEUTICS 401(K) PLAN | SEATTLE WA | 145 | $8.0M | $302K |
| 3 | COTERIE APPLICATIONS INC. COTERIE APPLICATIONS 401(K) PLAN |
| 145 |
| $7.0M |
| $290K |
| 4 | WARP DRIVE, INC WARP DRIVE 401(K) PLAN | SAN MATEO CA | 163 | $6.8M | $227K |
| 5 | DAPPER AMERICA INC. DAPPER AMERICA 401(K) PLAN | EL SEGUNDO CA | 44 | $4.4M | $193K |
| 6 | REIBUS INTERNATIONAL, INC. REIBUS INTERNATIONAL 401(K) PLAN | ATLANTA GA | 65 | $4.2M | $163K |
