Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Institutional Index I Mutual fund in their Schedule of Assets, totaling $475.5M 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 | TAKE-TWO INTERACTIVE SOFTWARE, INC. TAKE-TWO INTERACTIVE SOFTWARE, INC. 401(K) PLAN | NEW YORK NY | 5,300 | $848.2M | $121.7M |
| 2 | APOLLO MANAGEMENT HOLDINGS, LP ATHENE SAVINGS & RETIREMENT PLAN | WEST DES MOINES IA | 1,848 | $351.5M | $73.3M |
| 3 | FIRST TRUST PORTFOLIOS L.P. |
WHEATON IL |
| 1,090 |
| $360.3M |
| $68.9M |
| 4 | BRISTOL BAY NATIVE CORPORATION BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN | ANCHORAGE AK | 5,397 | $479.8M | $45.9M |
| 5 | ZOELLER COMPANY ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST | LOUISVILLE KY | 715 | $117.9M | $38.7M |
| 6 | JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND ALASKA ELECTRICAL RETIREMENT SAVINGS PLAN | ANCHORAGE AK | 2,514 | $246.4M | $24.2M |
| 7 | KELLER ROHRBACK LLP KELLER ROHRBACK LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 168 | $86.5M | $18.3M |
| 8 | ST. CLAIR HOSPITAL ST. CLAIR HOSPITAL SAVINGS PLAN | PITTSBURGH PA | 2,287 | $209.6M | $15.8M |
| 9 | ESL FEDERAL CREDIT UNION ESL FEDERAL CREDIT UNION SAVINGS PLAN | ROCHESTER NY | 958 | $164.6M | $15.7M |
| 10 | AIRCRAFT OWNERS AND PILOTS ASSOCIATION AOPA EMPLOYEES' 401(K) RETIREMENT PLAN | FREDERICK MD | 191 | $63.5M | $10.3M |
