Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Intermediate Bond Fund in their Schedule of Assets, totaling $14.1M 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 | MERCY HEALTH CORPORATION MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN | ROCKFORD IL | 7,008 | $827.7M | $11.9M |
| 2 | TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 SUPPLEMENTAL UNEMP BENEFIT PL ELECTRICAL WORKERS LOCAL NO. 292 SUPPLEMENTAL UNEMP BENEFIT PLAN | BROOKLYN PARK MN | 4,803 | $15.9M | $2.2M |
| 3 |
ALHAMBRA CA |
| 460 |
| $10.7M |
| $4K |