Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 268 U.S. retirement plans report holding Vanguard: Institutional Index Fund in their Schedule of Assets, totaling $9.9B 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 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $417.5M |
| 2 | SWISS RE AMERICA HOLDING CORPORATION SWISS RE GROUP U.S. EMPLOYEES' SAVINGS PLAN | ARMONK NY | 2,402 | $1.6B | $354.5M |
| 3 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN |
NASHVILLE TN |
| 8,410 |
| $2.5B |
| $279.1M |
| 4 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $249.6M |
| 5 | LENNAR CORPORATION LENNAR CORPORATION 401(K) PLAN | MIAMI FL | 13,135 | $1.6B | $227.4M |
| 6 | BRIDGEWATER ASSOCIATES, LP BRIDGEWATER ASSOCIATES, LP 401(K) PLAN | WESTPORT CT | 1,213 | $613.9M | $217.0M |
| 7 | AVISTA CORPORATION INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA | SPOKANE WA | 1,994 | $843.5M | $176.0M |
| 8 | DARTMOUTH HEALTH DARTMOUTH HEALTH 403(B) PLAN | LEBANON NH | 14,331 | $1.7B | $174.0M |
| 9 | ESSITY NORTH AMERICA INC. ESSITY NORTH AMERICA INVESTMENT & RETIREMENT PLAN | PHILADELPHIA PA | 3,118 | $912.8M | $169.3M |
| 10 | VENABLE LLP VENABLE LLP 401(K) PLAN | BALTIMORE MD | 1,670 | $765.8M | $161.9M |
