Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Institutional Index Instl PI in their Schedule of Assets, totaling $532.7M 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 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $492.9M |
| 2 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY LEGACY 401(K) PLAN | RALEIGH NC | 669 | $363.3M | $39.8M |