Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard VIF REIT Index Portfolio in their Schedule of Assets, totaling $630K 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 | JESSIE TRICE COMMUNITY HEALTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF JESSIE TRICE COMMUNITY HEALTH SYSTEM, INC. | MIAMI FL | 447 | $18.3M | $300K |
| 2 | CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD | HARTFORD CT | 614 | $15.5M | $55K |
| 3 |
SAINT LOUIS MO |
| 135 |
| $8.5M |
| $49K |
| 4 | JUNEAU YOUTH SERVICES, INC. 403(B) THRIFT PLAN OF JUNEAU YOUTH SERVICES, INC. | JUNEAU AK | 0 | $0 | $40K |
| 5 | SUPERIOR MACHINING & FABRICATION, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SUPERIOR MACHINING & FABRICATION, INC. | MUENSTER TX | 118 | $12.3M | $33K |
| 6 | CHRISTIAN SOCIAL SERVICES OF I 403(B) THRIFT PLAN FOR EMPLOYEES OF CHRISTIAN SOCIAL SERVICES OF ILLINOIS D/B/A CARITAS FAMILY SOLUTIONS | BELLEVILLE IL | 567 | $10.7M | $27K |
| 7 | JEFFERSON HOSPITAL ASSOCIATION, INC TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER | PINE BLUFF AR | 120 | $4.4M | $26K |
| 8 | NASHVILLE RESCUE MISSION MINIS 403(B) THRIFT PLAN OF NASHVILLE RESCUE MISSION MINISTRIES, LLC | NASHVILLE TN | 154 | $4.9M | $21K |
| 9 | NAVAJO AGRICULTURAL PRODUCTS INDUSTRY SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NAVAJO AGRICULTURAL PRODUCTS INDUSTRY | FARMINGTON NM | 396 | $8.7M | $17K |
| 10 | THE CHILDREN'S CENTER OF WAYNE THE CHILDREN'S CENTER OF WAYNE COUNTY, INC. 403(B) PLAN | DETROIT MI | 171 | $10.6M | $16K |
