Vanguard Institutional 500 Index TR
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 54 retirement plans report an interest in this investment, totaling $32.1B in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
54
Reported interest (EOY)
$32.1B
Data source
DOL Form 5500 · Schedule D
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.
Plans holding Vanguard Institutional 500 Index TRranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401(K) PLAN | ARMONK NY | 47,838 | $64.5B | $9.7B |
| 2 | TWDC ENTERPRISES 18 CORP. DISNEY SAVINGS PLAN MASTER TRUST | BURBANK CA | — | $15.6B | $3.8B |
| 3 | FEDEX CORPORATION FEDEX CORPORATION RETIREMENT SAVINGS PLAN | MEMPHIS TN | 102,265 | $25.4B | $3.6B |
| 4 | INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTH 401(K) PLAN | SALT LAKE CITY UT | 69,032 | $6.8B | $1.2B |
| 5 | CITIZENS FINANCIAL GROUP, INC. CFG RETIREMENT SAVINGS PLAN | JOHNSTON RI | 17,701 | $3.2B | $1.1B |
| 6 | PHILIPS NORTH AMERICA LLC PHILIPS NORTH AMERICA 401(K) PLAN | CAMBRIDGE MA | 17,066 | $6.4B | $1.0B |
| 7 | UNION PACIFIC CORPORATION UNION PACIFIC CORPORATION MASTER TRUST | OMAHA NE | — | $4.7B | $932.1M |
| 8 | BASF CORPORATION BASF CORPORATION SAVINGS PLAN MASTER TRUST | FLORHAM PARK NJ | — | $6.7B | $916.3M |
| 9 | FEDERAL EXPRESS CORPORATION FEDERAL EXPRESS CORPORATION PILOTS RETIREMENT SAVINGS PLAN | COLLIERVILLE TN | 5,411 | $5.3B | $743.7M |
| 10 | BAYLOR SCOTT & WHITE HOLDINGS BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN | DALLAS TX | 46,788 | $4.7B | $711.5M |
See all 54 plans holding Vanguard Institutional 500 Index TR
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