Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VANGUARD TOTAL STOCK MARKET IDX INSTL Registered investment companies in their Schedule of Assets, totaling $2.9M 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 | MONTAGE MEDICAL GROUP MONTAGE MEDICAL GROUP 401(K) PROFIT SHARING PLAN & TRUST | MONTEREY CA | 330 | $18.8M | $1.6M |
| 2 | MONTAGE HEALTH MONTAGE HEALTH 401(K) PLAN | MONTEREY CA | 163 | $11.4M | $1.4M |
