Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Institutional Index Fund Institutional Plus " in their Schedule of Assets, totaling $1.0B 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 | THE HERSHEY COMPANY THE HERSHEY COMPANY 401(K) PLAN | HERSHEY PA | 11,915 | $2.1B | $442.7M |
| 2 | THE WILLIAMS COMPANIES, INC. THE WILLIAMS INVESTMENT PLUS PLAN | TULSA OK | 5,692 | $2.0B | $265.1M |
| 3 | LAZARD FRERES & CO. LLC LAZARD FRERES & CO. LLC EMPLOYEES' SAVINGS PLAN |
NEW YORK NY |
| 1,722 |
| $832.0M |
| $145.4M |
| 4 | JOHN WILEY & SONS, INC. JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN | HOBOKEN NJ | 1,851 | $670.3M | $129.4M |
| 5 | THE CHARLES STARK DRAPER LABORATORY, INC. THE CHARLES STARK DRAPER LABORATORY, INC. SUPPLEMENTAL RETIREMENT ANNUITY PLAN | CAMBRIDGE MA | 1,519 | $460.7M | $63.7M |
| 6 | HENNEPIN HEALTHCARE RESEARCH INSTITUTE HENNEPIN HEALTHCARE RESEARCH INSTITUTE RETIREMENT PLAN | MINNEAPOLIS MN | 228 | $31.0M | $2.4M |