Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding S SHARES/UNITS Vanguard Interm-Term Investment Grade Adm in their Schedule of Assets, totaling $11.5M 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 | COVENANT HOUSE, INC. DEFINED BENEFIT PENSION PLAN OF COVENANT HOUSE, INC. | NEW YORK NY | 90 | $31.0M | $11.5M |
