Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Vanguard Real Estate Index Fund; Admiral in their Schedule of Assets, totaling $6.2M 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 | BALYASNY ASSET MANAGEMENT, L.P. BALYASNY ASSET MANAGEMENT 401(K) PLAN | CHICAGO IL | 1,393 | $263.0M | $1.5M |
| 2 | NINJAONE, LLC NINJAONE 401(K) PLAN | OLDSMAR FL | 745 | $11.6M | $726K |
| 3 | TROVE RECOMMERCE, INC. TROVE RECOMMERCE 401(K) PLAN |
| 70 |
| $9.6M |
| $682K |
| 4 | ROETZEL & ANDRESS, L.P.A. THE ROETZEL & ANDRESS 401(K) PLAN | AKRON OH | 349 | $138.9M | $669K |
| 5 | EFCO CORP. EFCO CONTRIBUTION & 401(K) PLAN | DES MOINES IA | 713 | $100.5M | $575K |
| 6 | THE STELTER COMPANY THE STELTER COMPANY 401(K) PLAN | URBANDALE IA | 94 | $19.8M | $565K |
| 7 | PRINCIPLE BUSINESS ENTERPRISES, INC. PRINCIPLE BUSINESS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | DUNBRIDGE OH | 289 | $25.2M | $435K |
| 8 | BIPARTISAN POLICY CENTER BIPARTISAN POLICY CENTER 403(B) RETIREMENT PLAN | WASHINGTON DC | 165 | $28.6M | $205K |
| 9 | ELEVATE PFS HOLDINGS INC ELEVATE PFS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST | SPRING TX | 2,454 | $56.3M | $198K |
| 10 | MARSHALL ASSOCIATES, INC. MARSHALL ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN | CHICAGO IL | 103 | $30.7M | $145K |
