Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Institutional Index Fund Mutual funds in their Schedule of Assets, totaling $431.9M 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 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA TAX-DEFERRED ANNUITY PLAN | LOS ANGELES CA | 25,110 | $4.8B | $117.7M |
| 2 | VERITAS TECHNOLOGIES LLC VERITAS 401(K) PLAN | SANTA CLARA CA | 1,753 | $595.1M | $105.5M |
| 3 | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION |
WASHINGTON DC |
| 609 |
| $396.6M |
| $80.8M |
| 4 | OCHSNER CLINIC FOUNDATION OCHSNER CLINIC FOUNDATION 403(B) PLAN | NEW ORLEANS LA | 35,054 | $193.9M | $36.5M |
| 5 | SOCIETE INTERNATIONALE DE TELECOMMUNICATIONS AERONAUTIQUES SITA EMPLOYEE 401(K) SAVINGS PLAN | ATLANTA GA | 373 | $277.8M | $30.2M |
| 6 | MARUBENI AMERICA CORPORATION MARUBENI GROUP RETIREMENT SAVINGS PLAN | NEW YORK NY | 951 | $222.0M | $26.2M |
| 7 | MISSION SUPPORT AND TEST SERVICES LLC NNSS IGAN PENSION PLAN | LAS VEGAS NV | 60 | $42.9M | $13.8M |
| 8 | LIGGETT VECTOR BRANDS LLC LIGGETT VECTOR BRANDS SAVINGS PLAN | MORRISVILLE NC | 340 | $72.0M | $10.4M |
| 9 | MISSION SUPPORT AND TEST SERVICES LLC NNSS STAFF PENSION PLAN | LAS VEGAS NV | 11 | $31.1M | $9.9M |
| 10 | LIGGETT GROUP INC. PROFIT SHARING PLAN OF LIGGETT GROUP INC. FOR BARGAINING UNIT AND HOURLY EMPLOYEES | MEBANE NC | 211 | $25.1M | $889K |