Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Vanguard Real Estate Index Admiral shares in their Schedule of Assets, totaling $6.1M 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 | ELLA E. M. BROWN CHARITABLE CIRCLE D/B/A OAKLAWN HOSPITAL OAKLAWN TAX SHELTERED ANNUITY PLAN | MARSHALL MI | 1,100 | $89.5M | $2.4M |
| 2 | GREAT LAKES BAY HEALTH CENTERS GREAT LAKES BAY HEALTH CENTERS 403(B) PLAN | SAGINAW MI | 672 | $51.0M | $1.2M |
| 3 | NEXGEN DATA SYSTEMS, INC. |
GOOSE CREEK SC |
| 226 |
| $22.8M |
| $744K |
| 4 | NORTHWOOD INVESTORS LLC NORTHWOOD 401(K) SAVINGS PLAN | DENVER CO | 3,739 | $74.1M | $658K |
| 5 | TELUS AGRICULTURE HOLDINGS (US) INC. TELUS AGRICULTURE (US) RETIREMENT PLAN | STATE COLLEGE PA | 761 | $94.6M | $398K |
| 6 | HARNETT HEALTH SYSTEM, INC. HARNETT HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT 403(B) PLAN | DUNN NC | 0 | $33.8M | $210K |
| 7 | AMP ROBOTICS CORPORATION AMP ROBOTICS 401(K) PLAN | LOUISVILLE CO | 126 | $6.1M | $171K |
| 8 | HOSPICE BRAZOS VALLEY, INC. HOSPICE BRAZOS VALLEY, INC. ERISA 403(B) PLAN | BRYAN TX | 89 | $4.7M | $128K |
| 9 | PREMIUM SERVICE BRANDS, LLC PREMIUM SERVICE BRANDS 401(K) PLAN | CHARLOTTESVILLE VA | 88 | $1.2M | $86K |
| 10 | THE FRICK COLLECTION THE FRICK COLLECTION TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 236 | $16.6M | $47K |
