Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 29 retirement plans report an interest in this investment, totaling $17.7B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Vanguard Inst 500 Index Trust, Vanguard Inst 500 Index Fund, Vanguard Inst 500 Index TR, Vanguard Inst 500 Index TR CIT. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ORACLE CORPORATION ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | REDWOOD SHORES CA | 58,808 | $31.0B | $4.6B |
| 2 | ACCENTURE LLP ACCENTURE UNITED STATES PROFIT SHARING AND 401(K) TRUST | CHICAGO IL | — | $20.3B | $3.7B |
| 3 | CONSOLIDATED EDISON COMPANY OF NEW YORK, INC. THE CONSOLIDATED EDISON THRIFT SAVINGS PLAN | NEW YORK NY | 15,022 | $6.4B | $1.7B |
| 4 | ERICSSON INC. ERICSSON US 401(K) PLAN | PLANO TX | 4,401 | $3.8B | $965.5M |
| 5 | TD BANK US HOLDING COMPANY TD 401(K) RETIREMENT PLAN | PORTLAND ME | 32,012 | $6.0B | $820.9M |
| 6 | NATIONAL GRID USA SERVICE COMPANY, INC. NATIONAL GRID USA CO. INCENTIVE THRIFT PLAN | BROOKLYN NY | 17,603 | $6.4B | $777.6M |
| 7 | MANUFACTURERS AND TRADERS TRUST CO. M & T BANK CORPORATION RETIREMENT SAVINGS PLAN | BUFFALO NY | 22,296 | $5.2B | $736.9M |
| 8 | THRIVENT FINANCIAL FOR LUTHERANS THRIVENT FINANCIAL DEFINED CONTRIBUTION PLAN TRUST | MINNEAPOLIS MN | — | $2.1B | $663.8M |
| 9 | ARAMCO SHARED BENEFITS COMPANY ARAMCO U.S. SAVINGS PLAN | HOUSTON TX | 1,765 | $2.9B | $482.8M |
| 10 | CACI INTERNATIONAL, INC. THE CACI SMART PLAN | RESTON VA | 23,471 | $3.9B | $443.8M |
