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 Mutual fund in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WELL HEALTH INC WELL HEALTH 401(K) PLAN | SANTA BARBARA CA | 256 | $14.8M | $607K |
| 2 | RAKEN, INC. RAKEN 401(K) PLAN | CARLSBAD CA | 105 | $6.6M | $268K |
| 3 | LOGROCKET, INC. LOGROCKET, INC. 401(K) PLAN | BOSTON MA | 107 |
| $7.3M |
| $267K |
| 4 | SAMCART SAMCART 401(K) PLAN | FULTON MD | 59 | $3.4M | $138K |
| 5 | RIDWELL INC. RIDWELL INC. 401(K) PLAN | SEATTLE WA | 257 | $2.1M | $74K |
| 6 | GOEXPEDI GOEXPEDI 401(K) PLAN | HOUSTON TX | 75 | $1.4M | $74K |
