Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Institutional Total International Stock Market Index Collective Investment Fund in their Schedule of Assets, totaling $1.5B 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 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE 401(K) RETIREMENT PLAN | OAKLAND CA | 155,687 | $22.5B | $1.2B |
| 2 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN | OAKLAND CA | 37,423 | $5.7B | $280.2M |
| 3 | KAISER FOUNDATION HEALTH PLAN, INC. |
OAKLAND CA |
| 13,315 |
| $833.4M |
| $41.4M |
| 4 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN | OAKLAND CA | 7,398 | $567.5M | $15.8M |
| 5 | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP TAX SAVINGS RETIREMENT PLAN | OAKLAND CA | 2,204 | $407.4M | $15.2M |
| 6 | THE PERMANENTE MEDICAL GROUP, INC. KAISER PERMANENTE EMPLOYEES PENSION PLAN | OAKLAND CA | 42,355 | $5.6B | $10.3M |
| 7 | THE PERMANENTE FEDERATION, LLC THE PERMANENTE 401(K) RETIREMENT PLAN | OAKLAND CA | 152 | $79.7M | $2.7M |
| 8 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN | OAKLAND CA | 413 | $61.4M | $2.7M |
| 9 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. KAISER PERMANENTE WASHINGTON OPTIONS 401(K) PLAN | OAKLAND CA | 92 | $14.7M | $391K |
