Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Mid-Cap Index Institutional Mutual fund in their Schedule of Assets, totaling $183.8M 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 | ENCOMPASS HEALTH CORPORATION ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 26,914 | $1.7B | $68.0M |
| 2 | KROLL, LLC KROLL 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,859 | $504.6M | $22.2M |
| 3 | WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN |
PALO ALTO CA |
| 1,984 |
| $1.0B |
| $21.5M |
| 4 | PIPELINE INDUSTRY 401(K) FUND PIPELINE INDUSTRY ANNUITY 401(K) TRUST | TULSA OK | 2,034 | $340.4M | $19.4M |
| 5 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN | LOS ANGELES CA | 2,617 | $301.5M | $12.2M |
| 6 | FIRST TRUST PORTFOLIOS L.P. FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN | WHEATON IL | 1,090 | $360.3M | $9.5M |
| 7 | DENISON UNIVERSITY DENISON UNIVERSITY RETIREMENT PLAN | GRANVILLE OH | 1,162 | $310.4M | $7.5M |
| 8 | MILES & STOCKBRIDGE P.C. MILES & STOCKBRIDGE RETIREMENT PLAN | BALTIMORE MD | 385 | $195.4M | $7.4M |
| 9 | EDF RENEWABLES EDF RENEWABLES 401(K) PLAN | SAN DIEGO CA | 1,628 | $222.9M | $7.1M |
| 10 | LOYOLA UNIVERSITY MARYLAND LOYOLA UNIVERSITY MARYLAND RETIREMENT PLAN | BALTIMORE MD | 2,148 | $441.4M | $5.8M |
