Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Specialized Div Reit Index Fund Adm Shs in their Schedule of Assets, totaling $2.8M 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 | RED CANARY INC. RED CANARY 401(K) PLAN | DENVER CO | 420 | $23.9M | $1.0M |
| 2 | COREWEAVE COREWEAVE 401(K) PLAN | ROSELAND NJ | 667 | $20.2M | $880K |
| 3 | PLIANCY, INC PLIANCY 401(K) PLAN | SAN FRANCISCO CA | 89 | $6.5M |
| $262K |
| 4 | LIMBLE SOLUTIONS LIMBLE SOLUTIONS 401(K) PLAN | LEHI UT | 245 | $5.2M | $246K |
| 5 | CALIZA LLC CALIZA 401(K) PLAN | BIRMINGHAM AL | 132 | $3.9M | $160K |
| 6 | TREEZ INC. TREEZ INC. 401(K) PLAN | SAN FRANCISCO CA | 79 | $2.1M | $97K |
| 7 | GRAVITY IT RESOURCES GRAVITY IT RESOURCES 401(K) PLAN | FORT LAUDERDALE FL | 168 | $1.4M | $58K |
| 8 | SMITH TRUCKING COMPANY, INC. SMITH TRUCKING COMPANY, INC. 401(K) PLAN | ST AUGUSTINE FL | 251 | $863K | $40K |