Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard VIF REIT Index Portfolio in their Schedule of Assets, totaling $983K 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 | WISCONSIN COMMUNITY SERVICES, INC. DEFINED BENEFIT PENSION PLAN OF WISCONSIN COMMUNITY SERVICES, INC. | MILWAUKEE WI | 26 | $10.1M | $532K |
| 2 | 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 |
| 3 |
SAINT LOUIS MO |
| 135 |
| $8.5M |
| $49K |
| 4 | 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 |
| 5 | JEFFERSON HOSPITAL ASSOCIATION, INC TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER | PINE BLUFF AR | 120 | $4.4M | $26K |
| 6 | NAVAJO AGRICULTURAL PRODUCTS INDUSTRY SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NAVAJO AGRICULTURAL PRODUCTS INDUSTRY | FARMINGTON NM | 396 | $8.7M | $17K |
| 7 | COMUNIDADES LATINAS UNIDAS EN SERVICIO, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMUNIDADES LATINAS UNIDAS EN SERVICIO, INC. | SAINT PAUL MN | 145 | $3.0M | $15K |
| 8 | HIV/AIDS ALLIANCE FOR REGION T 403(B) THRIFT PLAN FOR EMPLOYEES OF HIV/AIDS ALLIANCE FOR REGION TWO (HAART), INC. D/B/A OPEN HEALTH CARE CLINIC | BATON ROUGE LA | 200 | $3.6M | $10K |
| 9 | GRODEN CENTER, INC. GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN | PROVIDENCE RI | 65 | $8.4M | $7K |
