Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Vanguard Institutional Index Registered Investment Company in their Schedule of Assets, totaling $2.0B 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 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $221.3M |
| 2 | GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,085 | $703.5M | $183.8M |
| 3 | ENERGIZER HOLDINGS, INC. ENERGIZER 401(K) PLAN |
ST. LOUIS MO |
| 1,827 |
| $585.2M |
| $112.2M |
| 4 | HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN & INVESTMENT DIRECTED PS PLAN MASTER TRUST | DALLAS TX | — | $652.7M | $92.1M |
| 5 | NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON FL | 848 | $505.8M | $88.4M |
| 6 | GATES CORPORATION THE GATES MATCHMAKER PLAN | DENVER CO | 3,341 | $696.5M | $80.8M |
| 7 | KNOBBE MARTENS OLSON & BEAR, LLP KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 676 | $363.4M | $77.3M |
| 8 | HILMAR CHEESE COMPANY HILMAR CHEESE COMPANY PROFIT SHARING 401(K) PLAN | HILMAR CA | 1,762 | $236.9M | $76.6M |
| 9 | ENDO USA, INC. ENDO SAVINGS AND INVESTMENT PLAN | MALVERN PA | 1,216 | $540.6M | $66.7M |
| 10 | THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN | DURHAM NC | 724 | $269.2M | $63.1M |
