Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard Inst Index Inst in their Schedule of Assets, totaling $471.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AZOA SERVICES CORPORATION ALLIANZ ASSET ACCUMULATION PLAN | MINNEAPOLIS MN | 5,281 | $2.0B | $439.6M |
| 2 | TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA HAMLINE UNIVERSITY 403(B) RETIREMENT PLAN | ST. PAUL MN | 438 | $167.3M | $12.5M |
| 3 | UB FOUNDATION ACTIVITIES, INC. |
BUFFALO NY |
| 418 |
| $114.6M |
| $10.3M |
| 4 | SOUTHWEST COMMUNITY HEALTH SYSTEM SOUTHWEST RETIREMENT AND CASH BALANCE PLAN | MIDDLEBURG HEIGHTS OH | 844 | $103.0M | $8.6M |
