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 N/R in their Schedule of Assets, totaling $573K 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 | BLU DOT DESIGN & MANUFACTURING, INC. BLU DOT DESIGN & MANUFACTURING 401(K) PROFIT SHARING PLAN & TRUST | MINNEAPOLIS MN | 215 | $13.0M | $194K |
| 2 | BOTKEEPER BOTKEEPER 401(K) PLAN | SAINT PETERSBURG FL | 38 | $3.8M | $166K |
| 3 | PHDATA INC PHDATA 401(K) PLAN |
MINNEAPOLIS MN |
| 313 |
| $27.4M |
| $161K |
| 4 | KEYSTONE COLLEGE KEYSTONE COLLEGE 403(B) RETIREMENT PLAN | LA PLUME PA | 117 | $33.6M | $51K |
