Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding The Vanguard Group, Inc. Vanguard Total Bond Market Index Fund in their Schedule of Assets, totaling $8.3M 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 | SBM OFFSHORE USA, INC. SBM OFFSHORE USA, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 29 | $88.0M | $3.0M |
| 2 | WATSCO, INC. WATSCO, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST | MIAMI FL | 6,285 | $562.1M | $2.1M |
| 3 | BRIXMOR EMPLOYMENT COMPANY, LLC BRIXMOR EMPLOYMENT COMPANY LLC 401(K) PLAN |
NEW YORK NY |
| 455 |
| $109.8M |
| $1.2M |
| 4 | LEGACY PROFESSIONALS LLP LEGACY PROFESSIONALS LLP 401(K) PLAN | WESTCHESTER IL | 174 | $52.9M | $995K |
| 5 | PACIFIC LIFESTYLE HOMES, INC. PACIFIC LIFESTYLE HOMES, INC. 401(K) PLAN | VANCOUVER WA | 119 | $9.2M | $882K |
| 6 | NEWYORK-PRESBYTERIAN/HUDSON VALLEY HOSPITAL THE 401(A) RETIREMENT PLAN | CORTLANDT MANOR NY | 942 | $55.9M | $55K |
| 7 | PEPI CORPORATION ALONTI 401(K) PLAN | HOUSTON TX | 214 | $3.8M | $15K |
