Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Total Stk Index Inst Registered Investment Company in their Schedule of Assets, totaling $235.1M 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 | LOOMIS, SAYLES & COMPANY, L.P. LOOMIS, SAYLES & COMPANY, L.P. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | BOSTON MA | 776 | $647.5M | $90.8M |
| 2 | THE MOTLEY FOOL HOLDINGS, INC. THE MOTLEY FOOL HOLDINGS, INC. 401(K) PLAN | ALEXANDRIA VA | 405 | $174.0M | $49.7M |
| 3 | DODGE & COX |
SAN FRANCISCO CA |
| 360 |
| $355.8M |
| $37.9M |
| 4 | CITY OF HOPE MEDICAL GROUP, INC. CITY OF HOPE MEDICAL GROUP 401K RETIREMENT SAVINGS PLAN | DUARTE CA | 627 | $387.2M | $28.8M |
| 5 | ZILLOW GROUP, INC. ZILLOW GROUP 401(K) PLAN | SEATTLE WA | 6,441 | $849.8M | $14.4M |
| 6 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $13.4M |
