Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Vanguard Real Estate Index - in their Schedule of Assets, totaling $6.3M 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 | TRINITY UNIVERSITY TRINITY UNIVERSITY 403(B) RETIREMENT PLAN | SAN ANTONIO TX | 1,039 | $376.0M | $4.0M |
| 2 | OTTERBEIN HOMES OTTERBEIN HOMES 401(K) PLAN | LEBANON OH | 2,076 | $28.9M | $653K |
| 3 | VERMEER SOUTHEAST SALES & SERVICE, INC. VERMEER SOUTHEAST SALES & SERVICES, INC. EMPLOYEE'S PROFIT SHARING PLAN |
OCOEE FL |
| 271 |
| $27.6M |
| $596K |
| 4 | JAVA PRODUCTIONS, INC. JAVA PRODUCTIONS 401(K) PROFIT SHARING PLAN AND TRUST | BASTIAN VA | 128 | $17.2M | $241K |
| 5 | DWYER FRANCHISING LLC NEIGHBORLY 401(K) PROFIT SHARING PLAN | WACO TX | 1,582 | $71.8M | $197K |
| 6 | HCI SYSTEMS, INC. HCI SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 910 | $22.2M | $136K |
| 7 | GIRTZ INDUSTRIES INC GIRTZ INDUSTRIES INC 401K PROFIT SHARING PLAN AND TRUST | MONTICELLO IN | 119 | $8.4M | $109K |
| 8 | WARREN SCREW PRODUCTS, INC. WARREN SCREW PRODUCTS, INC. PROFIT SHARING PLAN | WARREN MI | 126 | $4.9M | $104K |
| 9 | READY RABBIT DELIVERY LLC READY RABBIT DELIVERY LLC 401(K) PLAN | PLANO TX | 186 | $753K | $60K |
| 10 | MID-CITY ELECTRIC COMPANY MID-CITY ELECTRIC COMPANY EMPLOYEES PROFIT SHARING PLAN | WESTERVILLE OH | 98 | $10.7M | $53K |
