Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Vanguard Institutional Index Mutual fund in their Schedule of Assets, totaling $1.4B 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 | BAKER BOTTS L.L.P. BAKER BOTTS L.L.P. DC PLANS MASTER TRUST | HOUSTON TX | — | $755.4M | $180.5M |
| 2 | CHICK-FIL-A, INC. CHICK-FIL-A, INC. 401(K) PLAN | ATLANTA GA | 8,828 | $1.1B | $141.7M |
| 3 | DAVIS WRIGHT TREMAINE LLP DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN |
SEATTLE WA |
| 1,468 |
| $747.7M |
| $124.5M |
| 4 | POLSINELLI PC POLSINELLI PROFIT SHARING PLAN I | KANSAS CITY MO | 1,397 | $518.1M | $87.6M |
| 5 | MACQUARIE MANAGEMENT HOLDINGS, INC. MACQUARIE MANAGEMENT HOLDINGS, INC. EMPLOYEES' SAVINGS AND 401(K) PLAN | NEW YORK NY | 603 | $413.6M | $82.8M |
| 6 | WELLABE SERVICES COMPANY WELLABE 401(K) SAVINGS PLAN | DES MOINES IA | 399 | $162.5M | $53.5M |
| 7 | UTICA MUTUAL INSURANCE COMPANY UTICA MUTUAL INSURANCE COMPANY EMPLOYEE PROFIT SHARING AND INVESTMENT PLAN | NEW HARTFORD NY | 1,390 | $347.8M | $51.8M |
| 8 | RATE HOLDINGS CORP. RATE HOLDINGS CORP. MULTIPLE EMPLOYER 401(K) PLAN | CHICAGO IL | 5,942 | $525.8M | $46.9M |
| 9 | QUINN GROUP, INC. QUINN GROUP, INC. RETIREMENT PLAN | CITY OF INDUSTRY CA | 1,461 | $235.7M | $46.4M |
| 10 | NEW JERSEY RESOURCES CORPORATION NEW JERSEY RESOURCES CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN | WALL NJ | 1,374 | $360.4M | $42.8M |
