Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Vanguard** Vanguard Real Estate Index Fund in their Schedule of Assets, totaling $15.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PFM FINANCIAL ADVISORS LLC PFM 401(K) PLAN | PHILADELPHIA PA | 364 | $163.8M | $2.6M |
| 2 | OCCIDENTAL COLLEGE OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN | LOS ANGELES CA | 734 | $320.8M | $2.3M |
| 3 | AMERICAN TOWER CORPORATION AMERICAN TOWER RETIREMENT SAVINGS PLAN |
BOSTON MA |
| 2,436 |
| $522.8M |
| $1.9M |
| 4 | COLLEGIATE SCHOOL COLLEGIATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 207 | $135.8M | $1.1M |
| 5 | WORLDQUANT, LLC WORLDQUANT, LLC 401(K) SAVINGS AND RETIREMENT PLAN | OLD GREENWICH CT | 323 | $103.1M | $868K |
| 6 | CENTRAL BANCSHARES, INC. CENTRAL BANCSHARES, INC. 401(K) PLAN | MUSCATINE IA | 283 | $45.1M | $768K |
| 7 | URBAN HEALTH PLAN, INC. URBAN HEALTH PLAN, INC. 401(K) PLAN | BRONX NY | 954 | $64.9M | $469K |
| 8 | ARTIVION, INC. ARTIVION, INC. PROFIT SHARING 401(K) PLAN | KENNESAW GA | 736 | $101.7M | $465K |
| 9 | STORCK USA, L.P. STORCK USA, L.P. EMPLOYEE 401(K) SAVINGS PLAN | CHICAGO IL | 95 | $22.6M | $435K |
| 10 | AKUNA CAPITAL LLC AKUNA CAPITAL LLC 401(K) PLAN | CHICAGO IL | 296 | $38.3M | $416K |
