Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Matrix Trust Company Vanguard Total Bond Market Index Adm in their Schedule of Assets, totaling $830K 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 | CONSTANT CARE MANAGEMENT COMPANY, LLC CONSTANT CARE MANAGEMENT COMPANY, LLC 401K PLAN | PLANO TX | 276 | $3.3M | $468K |
| 2 | CHOCTAW CONSTRUCTION SERVICES LLC CHOCTAW CONSTRUCTION SERVICES LLC 401(K) PLAN | KATY TX | 278 | $1.4M | $194K |
| 3 | GOODWILL INDUSTRIES OF VENTURA AND SANTA BARBARA |
OXNARD CA |
| 534 |
| $1.0M |
| $158K |
| 4 | CURRENT HOME INC. CURRENT HOME 401(K) PLAN | HEMET CA | 152 | $238K | $11K |
