Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VANGUARD INSTITUTIONAL INDEX INSTITUTIONAL PLUS SHARES Registered investment company in their Schedule of Assets, totaling $239.4M 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 | LEGACY HEALTH LEGACY HEALTH 403(B) PLAN | PORTLAND OR | 14,472 | $2.0B | $178.6M |
| 2 | LEGACY HEALTH LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 10,847 | $817.2M | $60.8M |
