Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Total Stock Market Index Institutional Select Shares Mutual Fund in their Schedule of Assets, totaling $1.0B 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 SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN | OAKLAND CA | 37,423 | $5.7B | $985.1M |
| 2 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON KAISER PERMANENTE WASHINGTON DEFINED CONTRIBUTION PLAN | OAKLAND CA | 7,398 | $567.5M | $46.3M |
| 3 | THE PERMANENTE FEDERATION, LLC |
OAKLAND CA |
| 152 |
| $79.7M |
| $13.4M |
