Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Vanguard Institutional Index Fund Institutional Plus Shares in their Schedule of Assets, totaling $149.5M 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 | CARPENTER TECHNOLOGY CORPORATION CARPENTER TECHNOLOGY CORPORATION 401(K) RETIREMENT | READING PA | 3,773 | $885.4M | $144.7M |
| 2 | CARPENTER TECHNOLOGY CORPORATION LATROBE COMPANY 401(K) RETIREMENT PLAN | READING PA | 370 | $40.0M | $4.8M |
