Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Vanguard Rl Est Indx Adm in their Schedule of Assets, totaling $7.5M 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 | ALLSOUTH FEDERAL CREDIT UNION ALLSOUTH FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | COLUMBIA SC | 249 | $101.2M | $3.5M |
| 2 | ITHINK FINANCIAL CREDIT UNION ITHINK FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | DELRAY BEACH FL | 343 | $47.0M | $2.4M |
| 3 | WINSOUTH CREDIT UNION |
GADSDEN AL |
| 88 |
| $11.8M |
| $1.2M |
| 4 | MICHAEL SKURNIK WINES, INC. MICHAEL SKURNIK WINES, INC. 401(K) PROFIT SHARING PLAN & TRUST | JERICHO NY | 228 | $31.2M | $254K |
| 5 | UNIVERSITY CREDIT UNION UNIVERSITY CREDIT UNION 401(K) PLAN AND TRUST | LOS ANGELES CA | 134 | $16.2M | $109K |
| 6 | AVENIR FINANCIAL FEDERAL CREDIT UNION AVENIR FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | YUMA AZ | 96 | $5.6M | $9K |
| 7 | CABRILLO CREDIT UNION CABRILLO CREDIT UNION 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 71 | $8.1M | $5K |
