Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding VANG BAL INDEX INST in their Schedule of Assets, totaling $586.9M 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 | EATON CORPORATION EATON SAVINGS TRUST | CLEVELAND OH | — | $8.5B | $447.0M |
| 2 | UMB FINANCIAL CORPORATION UMB MASTER TRUST | KANSAS CITY MO | — | $777.9M | $139.9M |
| 3 | MCGEE AIR SERVICES, INC. MCGEE RETIREMENT READINESS PLAN | RENTON |
| 2,980 |
| $10.1M |
| $243 |
