Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Institutional Index Fund in their Schedule of Assets, totaling $652.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION 401(K) PLAN | HOOVER AL | 20,137 | $3.2B | $347.0M |
| 2 | KINGSTON TECHNOLOGY COMPANY, INC. KINGSTON RETIREMENT SAVINGS PLAN | FOUNTAIN VALLEY CA | 582 | $437.6M | $89.0M |
| 3 | HRL LABORATORIES, LLC HRL RETIREMENT SAVINGS PLAN FOR NON-BARGAINED EMPLOYEES |
MALIBU CA |
| 1,047 |
| $334.7M |
| $63.2M |
| 4 | ANMED HEALTH ANMED HEALTH RETIREMENT SAVINGS PLAN | ANDERSON SC | 3,869 | $237.0M | $51.4M |
| 5 | EPSON AMERICA, INC. EPSON AMERICA, INC. 401(K) PLAN | LOS ALAMITOS CA | 1,486 | $457.1M | $40.2M |
| 6 | BOARD OF TRUSTEES, LABOR UNIONS 401(K) PLAN LABOR UNIONS 401K PLAN | SAN DIEGO CA | 3,614 | $73.7M | $21.5M |
| 7 | ARC DOCUMENT SOLUTIONS, INC ARC DOCUMENT SOLUTIONS 401(K) PLAN | SAN RAMON CA | 1,219 | $111.8M | $21.3M |
| 8 | ANMED HEALTH ANMED HEALTH 401(A) RETIREMENT PLAN | ANDERSON SC | 3,906 | $117.2M | $17.9M |
| 9 | ANMED HEALTH PLAN, INC. ANMED HEALTH PLAN, INC. RETIREMENT SAVINGS PLAN | ANDERSON SC | 89 | $7.1M | $1.2M |
