Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VANG TOT BD MK IS PL REGISTERED INVESTMENT COMPANY in their Schedule of Assets, totaling $206.2M 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 | PROVIDENCE HEALTH & SERVICES PROVIDENCE ST JOSEPH HEALTH GROUP CUSTODIAL ACCOUNT | RENTON WA | — | $6.8B | $133.1M |
| 2 | MARSHFIELD CLINIC, INC. MARSHFIELD CLINIC MASTER TRUST | MARSHFIELD WI | — | $3.1B | $46.1M |
| 3 | MARSHFIELD CLINIC, INC. MARSHFIELD CLINIC SALARY REDUCTION PLAN |
MARSHFIELD WI |
| 9,444 |
| $1.8B |
| $27.0M |
| 4 | PROVIDENCE HEALTH & SERVICES PROVIDENCE ST JOSEPH HEALTH MASTER TRUST | RENTON WA | — | $14.0B | $1K |
