Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MFO VANGUARD INSTL INDEX FD INSTL PLUS SHS in their Schedule of Assets, totaling $176.9M 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 | TRUSTEES OF LOCAL UNION 786 IBT MATERIAL PENSION LOCAL UNION 786 BUILDING MATERIAL PENSION FUND | CHICAGO IL | 995 | $375.7M | $89.4M |
| 2 | HACKENSACK MERIDIAN HEALTH INC HACKENSACK MERIDIAN HEALTH MASTER RETIREMENT TRUST | EDISON NJ | — | $1.7B | $67.8M |
| 3 | TRUSTEES OF 786 IBT MATERIAL WELFARE FUND |
CHICAGO IL |
| 1,545 |
| $64.6M |
| $19.8M |