Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Total Bond Market Adm in their Schedule of Assets, totaling $8.9M 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 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. 403(B) PENSION PLAN | DALLAS TX | 3,811 | $398.4M | $3.5M |
| 2 | AMERICAN HEART ASSOCIATION, INC. AMERICAN HEART ASSOCIATION, INC. QUALIFIED RETIREMENT PLAN | DALLAS TX | 3,729 | $514.4M | $3.3M |
| 3 | DATASITE LLC |
MINNEAPOLIS MN |
| 790 |
| $120.7M |
| $2.0M |
