Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding VAN TOTAL BOND MKT IDX - INST in their Schedule of Assets, totaling $71.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LONZA USA INC. THE LONZA US SAVINGS PLAN | MORRISTOWN NJ | 5,125 | $1.2B | $37.8M |
| 2 | ARXADA, LLC THE ARXADA 401(K) PLAN | MORRISTOWN NJ | 973 | $224.9M | $7.4M |
| 3 | UNIVERSITY ORTHOPEDICS, INC. UNIVERSITY ORTHOPEDICS, INC. 401(K) PLAN |
| 625 |
| $138.1M |
| $6.7M |
| 4 | ARXADA, LLC THE ARXADA 401(K) PLAN | MORRISTOWN NJ | 730 | $157.2M | $4.9M |
| 5 | DAVIDS BRIDAL, INC. DAVID'S BRIDAL 401(K) RETIREMENT PLAN | CONSHOHOCKEN PA | 13,742 | $66.5M | $4.5M |
| 6 | DAVIDS BRIDAL, INC. DAVID'S BRIDAL 401(K) RETIREMENT PLAN | KING OF PRUSSIA PA | 7,765 | $66.1M | $3.9M |
| 7 | PRIVATE CLIENT SELECT INSURANCE PRIVATE CLIENT SELECT INSURANCE SERVICES LLC 401(K) RETIREMENT | BERKELEY HEIGHTS NJ | 422 | $87.0M | $3.5M |
| 8 | ALVARIA, INC. ALVARIA, INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 465 | $139.6M | $3.3M |
