Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Institutional Index Mutual fund N/A in their Schedule of Assets, totaling $413.1M 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 | ESSENTIA HEALTH ESSENTIA HEALTH RETIREMENT PLAN | DULUTH MN | 16,170 | $2.2B | $331.5M |
| 2 | INTEGRA IMAGING, P.S. HEALTHCARE ASSOCIATES PROFIT SHARING PLAN | SPOKANE WA | 1,000 | $303.7M | $35.4M |
| 3 | COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. PROFIT SHARING & SAVINGS PLAN |
DUBUQUE IA |
| 1,316 |
| $213.9M |
| $30.7M |
| 4 | ESSENTIAL HEALTH ESSENTIA HEALTH 403(B) PLAN | DULUTH MN | 1,010 | $90.4M | $12.9M |
| 5 | FARMERS UNION OIL COMPANY CO-OP 401(K) PLAN | MINOT ND | 107 | $11.4M | $2.5M |