Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Inst Index Mutual fund - in their Schedule of Assets, totaling $342.9M 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 | TEXAS CAPITAL BANCSHARES, INC. TEXAS CAPITAL 401(K) PLAN | DALLAS TX | 1,830 | $296.9M | $43.6M |
| 2 | TRADEWEB MARKETS LLC TRADEWEB MARKETS LLC 401(K) PLAN | NEW YORK NY | 1,016 | $331.9M | $42.5M |
| 3 | CALPORTLAND COMPANY CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES |
LAS VEGAS NV |
| 819 |
| $254.9M |
| $40.5M |
| 4 | UNITY TECHNOLOGIES UNITY TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 1,196 | $247.2M | $36.4M |
| 5 | SONOS, INC. SONOS, INC. 401(K) PLAN | GOLETA CA | 1,152 | $207.9M | $33.2M |
| 6 | SCIENTIFIC RESEARCH CORPORATION SCIENTIFIC RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,850 | $264.4M | $31.9M |
| 7 | NERDWALLET, INC. NERDWALLET, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 537 | $115.7M | $20.5M |
| 8 | SHIONOGI, INC. SHIONOGI, INC. 401(K) PLAN | FLORHAM PARK NJ | 333 | $101.8M | $16.1M |
| 9 | YANCEY BROS. CO YANCEY BROS. EMPLOYEES' 401(K) PROFIT SHARING PLAN | AUSTELL GA | 2,186 | $231.8M | $15.4M |
| 10 | ROBINSON & COLE LLP ROBINSON & COLE SAVINGS PLAN | HARTFORD CT | 388 | $294.3M | $13.9M |
