Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard REIT Index Fund Institutional Shares N/A in their Schedule of Assets, totaling $18.7M 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 | CARNEGIE MELLON UNIVERSITY CARNEGIE MELLON UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN | PITTSBURGH PA | 11,963 | $2.8B | $18.3M |
| 2 | CARNEGIE MELLON UNIVERSITY CARNEGIE MELLON UNIVERSITY 401(K) PLAN | PITTSBURGH PA | 5,436 | $63.5M | $389K |
