Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Total Stock Market Index Fund Institutional Select Shares Mutual Fund in their Schedule of Assets, totaling $7.0B 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 | $4.0B |
| 2 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN | OAKLAND CA | 80,148 | $13.8B | $2.9B |
| 3 | THE PERMANENTE MEDICAL GROUP, INC. |
OAKLAND CA |
| 388 |
| $204.8M |
| $55.9M |
| 4 | KAISER FOUNDATION HEALTH PLAN, INC. KAISER PERMANENTE NORTHWEST SUPPLEMENTAL RETIREMENT PLAN | OAKLAND CA | 413 | $61.4M | $13.4M |
| 5 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST OREGON FEDERATION OF NURSES & HEALTH PROFESSIONALS KAISER FOUNDATION HEALTH PLAN RETIREMENT PLAN & TRUST | PORTLAND OR | 705 | $42.2M | $10.1M |
| 6 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. KAISER PERMANENTE WASHINGTON OPTIONS 401(K) PLAN | OAKLAND CA | 92 | $14.7M | $913K |
