Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Institutional 500 Index Fund " in their Schedule of Assets, totaling $4.6B 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 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $4.5B |
| 2 | TRUSTEES OF DARTMOUTH COLLEGE 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF | HANOVER NH | 4,336 | $933.3M | $88.4M |
| 3 | GALLO VINEYARDS, INC. |
MODESTO CA |
| 137 |
| $32.5M |
| $11.0M |
| 4 | OFFSET PAPERBACK MFRS., INC. OFFSET PAPERBACK MFRS., INC. UNION EMPLOYEE 401(K) PLAN | DALLAS PA | 0 | $14.1M | $1.5M |
