Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard REIT Index Admiral Fund in their Schedule of Assets, totaling $2.9M 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 | MAZ SHARED MANAGEMENT COMPANY, LLC THE MAZZELLA COMPANIES SAVINGS & RETIREMENT PLAN | CLEVELAND OH | 1,039 | $60.2M | $2.4M |
| 2 | FRIENDS SELECT SCHOOL FRIENDS SELECT SCHOOL RETIREMENT PLAN | PHILADELPHIA PA | 137 | $42.6M | $369K |
| 3 | APPLIED CONTROL MANAGEMENT, INC. |
ENGLEWOOD CO |
| 228 |
| $35.1M |
| $41K |
| 4 | HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. HARBOUR RIDGE 401(K) PLAN | PALM CITY FL | 189 | $9.3M | $12K |
