Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard Real Estate Index Fund Admiral N/R in their Schedule of Assets, totaling $2.7M 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 | HILTI, INC. HILTI RETIREMENT SAVINGS PLAN | TULSA OK | 4,284 | $685.6M | $2.1M |
| 2 | LAKE SHORE SAVINGS BANK LAKE SHORE SAVINGS BANK 401(K) SAVINGS PLAN | DUNKIRK NY | 108 | $16.6M | $580K |
| 3 | PENTASTAR AVIATION, LLC PENTASTAR AVIATION, LLC 401(K) SAVINGS PLAN |
WATERFORD MI |
| 238 |
| $26.9M |
| $18K |
| 4 | BRILJENT, LLC BRILJENT, LLC 401(K) PLAN | FORT WAYNE IN | 157 | $8.4M | $9K |
