Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Vanguard Vanguard Instl Index # in their Schedule of Assets, totaling $1.3B 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 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 27,513 | $2.7B | $298.8M |
| 2 | MICHAEL BEST AND FRIEDRICH, LLP MICHAEL BEST 401K PLAN | MILWAUKEE WI | 729 | $321.2M | $83.2M |
| 3 | ENDURANCE U.S. HOLDINGS CORP. |
ALPHARETTA GA |
| 2,825 |
| $662.7M |
| $76.4M |
| 4 | STO BUILDING GROUP, INC. STRUCTURE TONE ORGANIZATION 401K PLAN | NEW YORK NY | 1,549 | $402.3M | $67.7M |
| 5 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $66.6M |
| 6 | SCHENKER, INC SCHENKER, INC. 401(K) SAVINGS AND INVESTMENT PLAN | CHESAPEAKE VA | 8,670 | $464.9M | $56.3M |
| 7 | BANK OF HOPE BANK OF HOPE 401(K) RETIREMENT PLAN | LOS ANGELES CA | 1,213 | $252.5M | $53.5M |
| 8 | TRINITY HEALTH CORPORATION GENESIS HEALTH SYSTEM RETIREMENT SAVINGS PLAN | LIVONIA MI | 4,699 | $360.7M | $50.3M |
| 9 | TCF FINANCIAL CORPORATION TCF 401K PLAN | PLYMOUTH MN | 7 | $317.5M | $42.7M |
| 10 | VON BRIESEN & ROPER, S.C. VON BRIESEN & ROPER S.C. 401K PROFIT SHARING PLAN | MILWAUKEE WI | 300 | $171.2M | $35.1M |
