Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Total Stock Market Index Fund Institutional Shares " in their Schedule of Assets, totaling $722.6M 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 | G & A OUTSOURCING, INC. DBA G & A PARTNERS G & A PARTNERS MULTIPLE EMPLOYER 401(K) PLAN | HOUSTON TX | 34,105 | $1.4B | $315.6M |
| 2 | COMPUTERSHARE US SERVICES INC. COMPUTERSHARE 401(K) RETIREMENT PLAN | CANTON MA | 4,479 | $634.8M | $95.2M |
| 3 | UNIVERSITY OF VIRGINIA PHYSICIANS GROUP |
CHARLOTTESVILLE VA |
| 447 |
| $223.2M |
| $56.5M |
| 4 | D. E. SHAW & CO., L.P. D. E. SHAW & CO. 401(K) PLAN | NEW YORK NY | 1,342 | $719.2M | $51.1M |
| 5 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $37.4M |
| 6 | SAPPI NORTH AMERICA, INC. SAPPI NORTH AMERICA, INC. HOURLY INVESTMENT PLAN | BOSTON MA | 1,252 | $282.3M | $31.8M |
| 7 | BROOKFIELD POWER US HOLDING AMERICA CO. BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN | NEW YORK NY | 1,581 | $279.1M | $29.6M |
| 8 | PLYMOUTH ROCK ASSURANCE CORPORATION THE PLYMOUTH ROCK COMPANIES SAVINGS AND INVESTMENT PLAN | BOSTON MA | 1,969 | $505.3M | $28.7M |
| 9 | MILLER, CANFIELD, PADDOCK AND STONE PLC MILLER, CANFIELD, PADDOCK & STONE P.L.C. 401(K) CAPITAL ACCUMULATION PLAN | DETROIT MI | 359 | $259.0M | $25.2M |
| 10 | EMBRY-RIDDLE AERONAUTICAL UNIVERSITY EMBRY-RIDDLE AERONAUTICAL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | DAYTONA BEACH FL | 4,106 | $641.1M | $21.8M |
