Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Institutional Index Institutional Fund - in their Schedule of Assets, totaling $117.3M 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 | CENTRAL HUDSON GAS & ELECTRIC CORPORATION CENTRAL HUDSON GAS & ELECTRIC CORPORATION WELFARE BENEFIT PLAN FOR RETIREES | POUGHKEEPSIE NY | 0 | $138.3M | $59.7M |
| 2 | GUILD MORTGAGE COMPANY LLC GUILD MORTGAGE COMPANY PROFIT SHARING 401(K) PLAN | SAN DIEGO CA | 5,083 | $456.4M | $38.3M |
| 3 | PALOMA PARTNERS MANAGEMENT COMPANY |
GREENWICH CT |
| 72 |
| $80.8M |
| $16.6M |
| 4 | EVERUS CONSTRUCTION GROUP, INC. EVERUS 401(K) PLAN | BISMARCK ND | 1,603 | $194.5M | $2.7M |