Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Real Estate Index Institutional in their Schedule of Assets, totaling $61.8M 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 | MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM 403(B) EMPLOYEE SAVINGS PLAN | TACOMA WA | 16,756 | $1.2B | $26.1M |
| 2 | WIPFLI LLP WIPFLI LLP 401(K) PROFIT SHARING PLAN | WAUSAU WI | 2,318 | $810.7M | $15.4M |
| 3 | MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN |
TACOMA WA |
| 12,528 |
| $561.6M |
| $11.6M |
| 4 | MULTICARE HEALTH SYSTEM MULTICARE HEALTH SYSTEM 401(K) PLAN | TACOMA WA | 9,028 | $779.1M | $7.3M |
| 5 | HEALTHALLIANCE HOSPITAL - MARY'S AVENUE CAMPUS HEALTHALLIANCE 403(B) PLAN | KINGSTON NY | 1,286 | $103.1M | $795K |
| 6 | EQUANS CONTRACTING SERVICES LLC EQUANS CONTRACTING SERVICES 401K PLAN | ALLENTOWN NY | 241 | $31.4M | $294K |
| 7 | EQUANS CONTRACTING SERVICES LLC EQUANS CONTRACTING SERVICES 401K PLAN | ALLENTOWN PA | 218 | $24.6M | $240K |
| 8 | ASCENSION HEALTH DBA ASCENSION HEALTHCARE ASCENSION HEALTHCARE LEGACY MONEY PURCHASE PENSION PLAN | ST LOUIS MO | 492 | $13.9M | $93K |
