Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Institutional Index N/R in their Schedule of Assets, totaling $65.6M 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 | GODFREY & KAHN, S.C. GODFREY & KAHN, S.C. 401(K) RETIREMENT PLAN | MILWAUKEE WI | 360 | $255.2M | $51.6M |
| 2 | CMD CORPORATION CMD CORPORATION'S EMPLOYEE SAVINGS AND RETIREMENT PLAN | APPLETON WI | 191 | $53.3M | $10.1M |
| 3 | AMERISERV FINANCIAL AMERISERV FINANCIAL 401K PROFIT SHARING |
JOHNSTOWN PA |
| 350 |
| $42.7M |
| $3.8M |
| 4 | AMCOR HEALTHCARE PACKAGING DE PUERTO RICO, INC. PUERTO RICO INVESTMENT INCENTIVE PLAN | OSHKOSH WI | 108 | $3.1M | $154K |