Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Institutional Index Mutual fund N/R in their Schedule of Assets, totaling $273.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE CARLYLE GROUP EMPLOYEE CO., L.L.C. THE CARLYLE GROUP 401(K) PLAN | WASHINGTON DC | 1,521 | $471.0M | $95.1M |
| 2 | STEPHENS SHARED SERVICES LLC STEPHENS EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | LITTLE ROCK AR | 1,399 | $409.3M | $79.5M |
| 3 | BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C. |
MEMPHIS TN |
| 1,160 |
| $627.6M |
| $61.9M |
| 4 | MORRIS, NICHOLS, ARSHT & TUNNELL LLP MORRIS, NICHOLS, ARSHT & TUNNELL LLP 401(K)PROFIT SHARING PLAN | WILMINGTON DE | 138 | $160.6M | $36.7M |
