Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Tot Stk Inst Mutual Fund in their Schedule of Assets, totaling $20.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED ASSN OF JOURNEYMEN & APPRNC LOCAL 198 AFL-CIO ANNUITY TRUST FUN UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICE ANNUITY TRUST FUND | JACKSONVILLE FL | 2,595 | $27.5M | $9.8M |
| 2 | LAKESHORE BONE & JOINT INSTITUTE, P.C. LAKESHORE BONE & JOINT INSTITUTE RETIREMENT PLAN | CHESTERTON IN | 287 | $57.7M | $8.2M |
| 3 | FRANCISCAN ALLIANCE, INC. |
MISHAWAKA IN |
| 643 |
| $77.3M |
| $2.9M |
