Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard* Institutional Index Fund Institutional Shares in their Schedule of Assets, totaling $756.7M 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 | DARTMOUTH-HITCHCOCK CLINIC DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN | LEBANON NH | 10,995 | $971.5M | $96.8M |
| 2 | GENESIS ADMINISTRATIVE SERVICES LLC GENESIS ADMINISTRATIVE SERVICES 401(K) PLAN #1 | KENNETT SQUARE PA | 18,042 | $981.4M | $86.7M |
| 3 | PLYMOUTH ROCK ASSURANCE CORPORATION |
BOSTON MA |
| 1,969 |
| $505.3M |
| $76.8M |
| 4 | MARCUM LLP MARCUM LLP 401(K) PLAN | MELVILLE NY | 3,682 | $558.0M | $74.3M |
| 5 | AMERICAN UNIVERSITY AMERICAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,612 | $1.4B | $54.4M |
| 6 | ARMSTRONG TEASDALE LLP ARMSTRONG & TEASDALE 401(K) PLAN | ST. LOUIS MO | 535 | $188.9M | $38.4M |
| 7 | THE METROPOLITAN MUSEUM OF ART THE METROPOLITAN MUSEUM OF ART 403(B) RETIREMENT PLAN FOR NON-UNION EMPLOYEES | NEW YORK NY | 1,283 | $308.0M | $36.9M |
| 8 | FCCI SERVICES, INC. FCCI SERVICES, INC. 401(K) PROFIT SHARING PLAN | SARASOTA FL | 881 | $253.8M | $32.3M |
| 9 | EMBRY-RIDDLE AERONAUTICAL UNIVERSITY EMBRY-RIDDLE AERONAUTICAL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | DAYTONA BEACH FL | 4,106 | $641.1M | $30.5M |
| 10 | EMERGEORTHO, P.A. EMERGEORTHO, P.A. RETIREMENT PLAN | DURHAM NC | 1,014 | $213.8M | $28.8M |
