Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 262 U.S. retirement plans report holding Vanguard: Institutional Index Fund in their Schedule of Assets, totaling $10.5B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $417.5M |
| 2 | REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION 401(K) PLAN | HOOVER AL | 20,437 | $3.6B | $411.0M |
| 3 | SWISS RE AMERICA HOLDING CORPORATION SWISS RE GROUP U.S. EMPLOYEES' SAVINGS PLAN |
ARMONK NY |
| 2,402 |
| $1.6B |
| $354.5M |
| 4 | STIFEL FINANCIAL CORP. STIFEL FINANCIAL PROFIT SHARING 401(K) PLAN | ST LOUIS MO | 8,313 | $2.7B | $312.6M |
| 5 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $279.1M |
| 6 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $249.6M |
| 7 | LENNAR CORPORATION LENNAR CORPORATION 401(K) PLAN | MIAMI FL | 13,135 | $1.6B | $227.4M |
| 8 | BRIDGEWATER ASSOCIATES, LP BRIDGEWATER ASSOCIATES, LP 401(K) PLAN | WESTPORT CT | 1,213 | $613.9M | $217.0M |
| 9 | MCLAREN HEALTH CARE CORP. MCLAREN EMPLOYEES' 403(B) RETIREMENT PLAN | GRAND BLANC MI | 18,008 | $2.1B | $181.3M |
| 10 | AVISTA CORPORATION INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA | SPOKANE WA | 1,994 | $843.5M | $176.0M |
