Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding VANG BAL INDEX INST Registered Investment Company in their Schedule of Assets, totaling $183.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEVI STRAUSS & CO. LEVI STRAUSS & CO. INVESTMENT PLAN MASTER TR - DC | SAN FRANCISCO CA | — | $1.1B | $81.8M |
| 2 | LEVI STRAUSS & CO. EMPLOYEE SAVINGS AND INVESTMENT PLAN OF LEVI STRAUSS & CO. | SAN FRANCISCO CA | 6,160 | $1.0B | $78.4M |
| 3 | ENLOE MEDICAL CENTER |
CHICO CA |
| 4,107 |
| $402.8M |
| $9.9M |
| 4 | ENLOE MEDICAL CENTER ENLOE MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | CHICO CA | 3,698 | $244.0M | $7.0M |
| 5 | SEWARD & KISSEL LLP SEWARD & KISSEL QUALIFIED RETIREMENT PLAN MASTER TRUST | NEW YORK NY | — | $319.3M | $5.8M |
