Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard* Institutional Index Fund Institutional Shares in their Schedule of Assets, totaling $1.1B 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 | OSHKOSH CORPORATION OSHKOSH CORPORATION AND AFFILIATES TAX-DEFERRED INVESTMENT PLAN | OSHKOSH WI | 13,938 | $2.0B | $239.7M |
| 2 | DARTMOUTH-HITCHCOCK CLINIC DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN | LEBANON NH | 10,995 | $971.5M | $96.8M |
| 3 | GENESIS ADMINISTRATIVE SERVICES LLC |
KENNETT SQUARE PA |
| 18,042 |
| $981.4M |
| $86.7M |
| 4 | PLYMOUTH ROCK ASSURANCE CORPORATION THE PLYMOUTH ROCK COMPANIES SAVINGS AND INVESTMENT PLAN | BOSTON MA | 1,969 | $505.3M | $76.8M |
| 5 | MARCUM LLP MARCUM LLP 401(K) PLAN | MELVILLE NY | 3,682 | $558.0M | $74.3M |
| 6 | AMERICAN UNIVERSITY AMERICAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,612 | $1.4B | $54.4M |
| 7 | ARMSTRONG TEASDALE LLP ARMSTRONG & TEASDALE 401(K) PLAN | ST. LOUIS MO | 535 | $188.9M | $38.4M |
| 8 | 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 |
| 9 | DAKOTA GASIFICATION COMPANY DAKOTA GASIFICATION COMPANY 401(K) PLAN | BISMARK ND | 525 | $221.9M | $34.9M |
| 10 | VALERO ENERGY CORPORATION PREMCOR RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 724 | $324.8M | $34.7M |
