Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Institutional 500 Index Trust in their Schedule of Assets, totaling $4.7B 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 | TWDC ENTERPRISES 18 CORP. DISNEY SAVINGS PLAN MASTER TRUST | BURBANK CA | — | $15.6B | $3.8B |
| 2 | STARBUCKS CORPORATION STARBUCKS CORPORATION 401(K) PLAN | SEATTLE WA | 220,791 | $4.9B | $544.8M |
| 3 | VOLVO GROUP NORTH AMERICA, LLC VOLVO GROUP NORTH AMERICA VOLUNTARY INVESTMENT PRETAX PLAN |
GREENSBORO NC |
| 6,120 |
| $1.5B |
| $229.0M |
| 4 | VOLVO CONSTRUCTION EQUIPMENT NORTH AMERICA, LLC VOLVO INVESTMENT PLAN | SHIPPENSBURG PA | 946 | $254.7M | $32.6M |
| 5 | MACK TRUCKS, INC. MACK UAW 401(K) PLAN | GREENSBORO NC | 4,262 | $220.3M | $27.5M |
| 6 | VOLVO GROUP NORTH AMERICA, LLC VOLUNTARY INVESTMENT PRETAX PLAN FOR THE VOLVO GROUP NORTH AMERICA UNION EMPLOYEES | GREENSBORO NC | 3,253 | $150.6M | $19.9M |
| 7 | PREVOST CAR, INC. (A DIVISION OF PREVOST CAR (US), INC.) PREVOST CAR, INC. (A DIVISION OF PREVOST CAR (US), INC.) 401(K) RETIREMENT PLAN | GREENSBORO NC | 563 | $88.4M | $7.2M |
| 8 | VOLVO PENTA MARINE PRODUCTS, LLC VOLVO PENTA MARINE PRODUCTS, LLC RETIREMENT SAVINGS PLAN | LEXINGTON PA | 76 | $7.6M | $1.8M |
