Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Van Real Est Idx Adm in their Schedule of Assets, totaling $4.2M 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 | INTELLECTUAL VENTURES MANAGEMENT, LLC INTELLECTUAL VENTURES MANAGEMENT 401(K) PLAN | BELLEVUE WA | 125 | $98.7M | $941K |
| 2 | TEAM BELVEDERE LLC TEAM BELVEDERE LLC 401(K) PLAN | CHICAGO IL | 275 | $62.2M | $917K |
| 3 | CYGNUS HOME SERVICE, LLC CYGNUS HOME SERVICE RETIREMENT SAVINGS PLAN |
MARSHALL MN |
| 152 |
| $82.6M |
| $737K |
| 4 | GROUP ONE TRADING LLC GROUP ONE TRADING LLC RETIREMENT PLAN | CHICAGO IL | 112 | $60.7M | $736K |
| 5 | OIL SEARCH ALASKA, LLC OIL SEARCH ALASKA, LLC 401(K) PLAN | ANCHORAGE AK | 170 | $38.0M | $221K |
| 6 | THE LIGHTSTONE GROUP, LLC THE LIGHTSTONE GROUP, LLC 401(K) PLAN | NEW YORK NY | 564 | $40.4M | $201K |
| 7 | HERCULES CAPITAL, INC. HERCULES CAPITAL, INC. RETIREMENT SAVINGS PLAN | SAN MATEO CA | 102 | $32.9M | $177K |
| 8 | BEST FRIENDS ANIMAL SOCIETY BEST FRIENDS ANIMAL SOCIETY 401(K) SAVINGS PLAN | KANAB UT | 929 | $70.9M | $148K |
| 9 | ACHILLES USA, INC. ACHILLES USA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | EVERETT WA | 187 | $18.0M | $93K |
| 10 | TRAFFIC MANAGEMENT LLC TRAFFIC MANAGEMENT, INC. 401(K) PLAN | LONG BEACH CA | 834 | $19.4M | $22K |
