Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Vanguard** Vanguard Real Estate Index Fund in their Schedule of Assets, totaling $12.5M 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 | OCCIDENTAL COLLEGE OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN | LOS ANGELES CA | 734 | $320.8M | $2.3M |
| 2 | AMERICAN TOWER CORPORATION AMERICAN TOWER RETIREMENT SAVINGS PLAN | BOSTON MA | 2,436 | $522.8M | $1.9M |
| 3 | COLLEGIATE SCHOOL COLLEGIATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
NEW YORK NY |
| 207 |
| $135.8M |
| $1.1M |
| 4 | INTERNATIONAL AUTOMOTIVE COMPONENTS GROUP NORTH AMERICA, INC. IACNA PORTABLE PENSION PLAN | SOUTHFIELD MI | 340 | $9.5M | $876K |
| 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 | ARTIVION, INC. ARTIVION, INC. PROFIT SHARING 401(K) PLAN | KENNESAW GA | 736 | $101.7M | $465K |
| 8 | STORCK USA, L.P. STORCK USA, L.P. EMPLOYEE 401(K) SAVINGS PLAN | CHICAGO IL | 95 | $22.6M | $435K |
| 9 | AKUNA CAPITAL LLC AKUNA CAPITAL LLC 401(K) PLAN | CHICAGO IL | 296 | $38.3M | $416K |
| 10 | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE TAX DEFERRED ANNUITY PLAN | LA JOLLA CA | 493 | $218.6M | $408K |
