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 Fund Admiral in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GERMANTOWN ACADEMY GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN | FORT WASHINGTON PA | 318 | $101.9M | $1.0M |
| 2 | UNIVERSITY PHYSICIAN GROUP UNIVERSITY PHYSICIAN GROUP 403B RETIREMENT PLAN | DETROIT MI | 652 | $102.3M | $403K |
| 3 | LIBERTY FEDERAL CREDIT UNION LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST |
EVANSVILLE IN |
| 603 |
| $49.8M |
| $277K |
| 4 | MCMAHON FORD COMPANY MCMAHON FORD SAVINGS PLAN | ST LOUIS MO | 129 | $10.5M | $33K |