Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Vanguard VIF Real Estate Index Portfolio in their Schedule of Assets, totaling $612K 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 | NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY 403(B) THRIFT PLAN OF NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | GLENDALE CA | 217 | $25.7M | $153K |
| 2 | COMMUNITY SERVICES FOR CHILDREN INC. COMMUNITY SERVICES FOR CHILDREN, INC. PROFIT SHARING PLAN | ALLENTOWN PA | 418 | $20.2M | $105K |
| 3 | LEGAL AID SOCIETY OF SUFFOLK C |
CENTRAL ISLIP NY |
| 201 |
| $57.7M |
| $87K |
| 4 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $73K |
| 5 | GOODWILL INDUSTRIES OF EAST 403(B) THRIFT PLAN FOR EMPLOYEES OF GOODWILL INDUSTRIES OF EAST TEXAS, INC. | TYLER TX | 125 | $2.0M | $60K |
| 6 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF JEWISH ASSOCIATION FOR RESIDENTIAL CARE (JARC) | BOCA RATON FL | 153 | $5.3M | $51K |
| 7 | GIRL SCOUTS OF GREATER LOS ANGELES 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER LOS ANGELES | INGLEWOOD CA | 245 | $8.5M | $35K |
| 8 | THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE INSTITUTES OF APPLIED HUMAN DYNAMICS, INC. | TARRYTOWN NY | 1,045 | $17.9M | $18K |
| 9 | PARTNERS IN DEVELOPMENT FOUNDATION 403(B) THRIFT PLAN OF PARTNERS IN DEVELOPMENT FOUNDATION | HONOLULU HI | 232 | $13.5M | $13K |
| 10 | WATTS HEALTHCARE CORPORATION WATTS HEALTHCARE CORPORATION MONEY PURCHASE PLAN | LOS ANGELES CA | 251 | $9.6M | $13K |
