Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Group Total Instl Stock Index Adm Mutual fund - in their Schedule of Assets, totaling $438K 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 | GUIDELINE, INC. GUIDELINE 401(K) PLAN | BURLINGAME CA | 398 | $35.2M | $162K |
| 2 | TALLY TECHNOLOGIES, INC. TALLY TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 79 | $5.9M | $52K |
| 3 | SHOPMONKEY INC. SHOPMONKEY 401(K) PLAN | MORGAN HILL CA |
| 155 |
| $5.4M |
| $43K |
| 4 | NILE GLOBAL, INC NILE GLOBAL, INC 401(K) PLAN | SAN JOSE CA | 124 | $7.1M | $40K |
| 5 | INSURIFY, INC INSURIFY 401(K) PLAN | CAMBRIDGE MA | 137 | $5.9M | $32K |
| 6 | SCHVEY INC. AXONI 401(K) PLAN | NEW YORK NY | 40 | $4.8M | $24K |
| 7 | AUTOFI, INC. AUTOFI 401(K) PLAN | SAN FRANCISCO CA | 153 | $7.1M | $23K |
| 8 | XY PLANNING NETWORK, LLC XY PLANNING 401(K) PLAN | BOZEMAN MT | 87 | $5.5M | $18K |
| 9 | STENO AGENCY, INC. STENO AGENCY 401(K) PLAN | LOS ANGELES CA | 389 | $6.1M | $15K |
| 10 | SEAMLESS AI SEAMLESS AI 401(K) PLAN | DUBLIN OH | 192 | $4.5M | $13K |
