Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Institutional Index Plus in their Schedule of Assets, totaling $1.8B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COSTCO WHOLESALE CORPORATION COSTCO 401K RETIREMENT PLAN | ISSAQUAH WA | 212,976 | $41.0B | $1.5B |
| 2 | MAYO HOLDING COMPANY MAYO RETIREMENT SAVINGS PLAN | ROCHESTER MN | 3,587 | $762.2M | $123.4M |
| 3 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY SUPPLEMENTAL 403(B) PLAN |
HOUSTON TX |
| 5,552 |
| $847.9M |
| $87.2M |
| 4 | WILLIAM MARSH RICE UNIVERSITY WILLIAM MARSH RICE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 6,816 | $929.6M | $79.7M |
| 5 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 401(K) | COLUMBUS OH | 197 | $42.7M | $5.4M |
| 6 | BURKE REHABILITATION HOSPITAL BURKE REHABILITATION HOSPITAL 403(B) PLAN | WHITE PLAINS NY | 1,393 | $62.3M | $3.9M |
| 7 | HENNEPIN HEALTHCARE RESEARCH INSTITUTE HENNEPIN HEALTHCARE RESEARCH INSTITUTE 403(B) SAVINGS PLAN | MINNEAPOLIS MN | 228 | $20.1M | $2.9M |
| 8 | WESTFIELDS HOSPITAL WESTFIELDS HOSPITAL EMPLOYEE RETIREMENT PLAN | MINNEAPOLIS MN | 438 | $40.8M | $2.9M |
| 9 | OHIOHEALTH O'BLENESS MEMORIAL HOSPITAL TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 425 | $43.8M | $2.4M |
| 10 | AMERY REGIONAL MEDICAL CENTER AMERY HOSPITAL & CLINIC 403(B)PLAN | MINNEAPOLIS MN | 410 | $34.0M | $1.2M |
