Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Institutional Index Fund Institutional Plus Shares Registered Investment Company in their Schedule of Assets, totaling $932.2M 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 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 10,895 | $5.4B | $499.1M |
| 2 | SHANDS TEACHING HOSPITAL AND CLINICS, INC. SHANDS HEALTHCARE MATCHED SAVINGS ACCOUNT 403(B) | GAINESVILLE FL | 12,706 | $624.7M | $165.4M |
| 3 |
NEW YORK NY |
| 12,000 |
| $1.3B |
| $140.0M |
| 4 | SHANDS TEACHING HOSPITAL AND CLINICS, INC. SHANDS HEALTH CARE MATCHED SAVINGS ACCOUNT 401(A) | GAINESVILLE FL | 12,706 | $486.9M | $127.5M |
| 5 | NEW YORK UNIVERSITY LOCAL ONE SECURITY OFFICERS UNION MONEY PURCHASE PENSION PLAN | NEW YORK NY | 131 | $8.0M | $222K |
