Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Institutional Index Institutional Shares in their Schedule of Assets, totaling $150.0M 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 | UOFL HEALTH, INC. UOFL HEALTH 401(K) PLAN | LOUISVILLE KY | 11,211 | $565.8M | $92.3M |
| 2 | CAROMONT HEALTH, INC. CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN | GASTONIA NC | 5,245 | $510.8M | $36.8M |
| 3 | BEEBE MEDICAL CENTER BEEBE MEDICAL CENTER RETIREMENT PLUS PLAN |
LEWES DE |
| 2,909 |
| $267.9M |
| $11.9M |
| 4 | UOFL HEALTH, INC. UNIVERSITY HOSPITAL 403(B) PLAN | LOUISVILLE KY | 1,008 | $37.0M | $4.7M |
| 5 | JEWISH HOME LIFECARE, MANHATTAN TNJH 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,083 | $47.5M | $4.3M |
| 6 | VIRTUA HEALTH, INC. VIRTUA 401(K) SAVINGS PLAN | MARLTON NJ | 13,739 | $1.2B | $227 |
