Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Instit Index (Inst) Mutual Fund in their Schedule of Assets, totaling $59.9M 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 | SOUTHERN CALIFORNIA PIPE TRADES DEFINED SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN | LOS ANGELES CA | 13,030 | $404.5M | $25.5M |
| 2 | JORDANS FURNITURE, INC. JORDAN'S FURNITURE COMPANY 401K SAVINGS PLAN | EAST TAUNTON MA | 983 | $169.3M | $18.1M |
| 3 | AMERICAN KENNEL CLUB |
NEW YORK NY |
| 108 |
| $61.7M |
| $9.4M |
| 4 | RALCO HOLDINGS, INC. THE RETIREMENT AND SAVINGS PLAN | SANTA FE SPRINGS CA | 109 | $51.7M | $7.0M |
