Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Institutional Index Fund n/a in their Schedule of Assets, totaling $143.6M 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 | UNIVERSAL SERVICES OF AMERICA ALLIED UNIVERSAL 401(K) PLAN | SANTA ANA CA | 249,560 | $497.9M | $68.1M |
| 2 | ANCHIN, BLOCK & ANCHIN LLP THE ANCHIN, BLOCK & ANCHIN SAVINGS PLAN | NEW YORK NY | 451 | $117.9M | $29.3M |
| 3 | KUHN NORTH AMERICA, INC. KUHN NORTH AMERICA RETIREMENT SAVINGS PLAN |
BRODHEAD WI |
| 671 |
| $112.6M |
| $13.2M |
| 4 | THE OGDEN NEWSPAPERS, INC THE OGDEN NEWSPAPERS, INC. 401(K) PLAN | WHEELING WV | 887 | $114.9M | $11.9M |
| 5 | DZS INC. DZS INC. 401(K) PLAN | ADDISON TX | 138 | $72.8M | $11.9M |
| 6 | PITTSBURGH ASSOCIATES PITTSBURGH ASSOCIATES RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 372 | $49.6M | $6.3M |
| 7 | PLANNED COMPANIES HOLDING, INC PLANNED COMPANIES 401(K) PLAN | PARSIPPANY NJ | 3,756 | $11.2M | $1.5M |
| 8 | GREAT WEST ENGINEERING, INC. GREAT WEST ENGINEERING, INC. 401(K) PROFIT SHARING PLAN & TRUST | HELENA MT | 104 | $19.9M | $1.4M |
| 9 | HIGHLANDS VENTURES, LLC HIGHLANDS VENTURES, LLC 401(K) PLAN | CHAMPION PA | 52 | $10.9M | $18K |
