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 Plus Mutual fund in their Schedule of Assets, totaling $412.1M 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 | NYU LANGONE HOSPITALS NYU LANGONE HEALTH 403(B) PLAN | NEW YORK NY | 34,692 | $3.6B | $345.1M |
| 2 | NYU LANGONE HOSPITALS NYU LANGONE HOSPITAL-LONG ISLAND 403(B) PLAN | NEW YORK NY | 5,957 | $544.1M | $63.9M |
| 3 | SOUTHWEST AIRLINES PILOTS ASSOCIATION SOUTHWEST AIRLINES PILOTS' ASSOCIATION MEDICAL AND DENTAL PLAN FOR SPECIFIED PILOTS |
IRVING TX |
| 10,543 |
| $11.9M |
| $3.0M |
| 4 | NYU LANGONE MSO, INC. NYU LANGONE FLORIDA 403(B) PLAN | NEW YORK NY | 1,433 | $14.3M | $137K |