Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 52 retirement plans report an interest in this investment, totaling $21.9B in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Vanguard Institutional 500 Index TR, Vanguard Institutional 500 Index FD, Vanguard Institutional 500 Index. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | TWDC ENTERPRISES 18 CORP. DISNEY SAVINGS PLAN MASTER TRUST | BURBANK CA | — | $15.6B | $3.8B |
| 2 | FEDEX CORPORATION FEDEX CORPORATION RETIREMENT SAVINGS PLAN | MEMPHIS TN | 102,265 | $25.4B | $3.6B |
| 3 | INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY UT | 69,032 | $6.8B | $1.2B |
| 4 | CITIZENS FINANCIAL GROUP, INC. CFG RETIREMENT SAVINGS PLAN | JOHNSTON RI | 17,701 | $3.2B | $1.1B |
| 5 | PHILIPS NORTH AMERICA LLC PHILIPS NORTH AMERICA 401(K) PLAN | CAMBRIDGE MA | 17,066 | $6.4B | $1.0B |
| 6 | UNION PACIFIC CORPORATION UNION PACIFIC CORPORATION MASTER TRUST | OMAHA NE | — | $4.7B | $932.1M |
| 7 | BASF CORPORATION BASF CORPORATION SAVINGS PLAN MASTER TRUST | FLORHAM PARK NJ | — | $6.7B | $916.3M |
| 8 | FEDERAL EXPRESS CORPORATION FEDERAL EXPRESS CORPORATION PILOTS RETIREMENT SAVINGS PLAN | COLLIERVILLE TN | 5,411 | $5.3B | $743.7M |
| 9 | BAYLOR SCOTT & WHITE HOLDINGS BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN | DALLAS TX | 46,788 | $4.7B | $711.5M |
| 10 | JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY NY | 23,089 | $5.4B | $649.4M |
