Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard VANGUARD INSTL IDX INSTL PLUS N/R in their Schedule of Assets, totaling $2.1M 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 | LEHIGH VALLEY HEALTH NETWORK, INC. NORTHEASTERN PENNSYLVANIA HEALTH CORPORATION 401(A) PLAN | ALLENTOWN PA | 428 | $9.3M | $1.5M |
| 2 | LEHIGH VALLEY HEALTH NETWORK, INC. LEHIGH VALLEY HEALTH NETWORK, INC. ERISA 403(B) PLAN | ALLENTOWN PA | 2,053 | $6.7M | $554K |
| 3 | LEHIGH VALLEY HEALTH NETWORK, INC. |
ALLENTOWN PA |
| 211 |
| $6.1M |
| $120K |