Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Specialized Dividend REIT Index Fund Mutual fund in their Schedule of Assets, totaling $1.1M 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 | WELL HEALTH INC WELL HEALTH 401(K) PLAN | SANTA BARBARA CA | 256 | $14.8M | $607K |
| 2 | LOGROCKET, INC. LOGROCKET, INC. 401(K) PLAN | BOSTON MA | 107 | $7.3M | $267K |
| 3 | SAMCART SAMCART 401(K) PLAN | FULTON MD | 59 |
| $3.4M |
| $138K |
| 4 | GOEXPEDI GOEXPEDI 401(K) PLAN | HOUSTON TX | 75 | $1.4M | $74K |
