Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vangrd Tot Bd Mkt Ind Fd Adm Pooled separate account in their Schedule of Assets, totaling $9.1M 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 | OLAM AMERICAS, INC. OLAM AMERICA EMPLOYEE SAVINGS PLAN | FRESNO CA | 2,774 | $175.6M | $6.3M |
| 2 | KARAT, INC. KARAT 401(K) PLAN | SEATTLE WA | 89 | $11.4M | $1.1M |
| 3 | CAL COAST MACHINERY, INC. CAL COAST MACHINERY, INC. 401(K) PROFIT SHARING PLAN |
SANTA MARIA CA |
| 116 |
| $13.0M |
| $738K |
| 4 | TOTAL MILITARY MANAGEMENT, INC. TOTAL MILITARY MANAGEMENT, INC. RETIREMENT PLAN AND TRUST | JACKSONVILLE FL | 276 | $12.9M | $233K |
| 5 | EVENSONBEST, LLC EVENSONBEST, LLC, 401(K) PLAN | NEW YORK NY | 236 | $28.1M | $144K |
| 6 | TSUNAMI TSOLUTIONS, LLC TSUNAMI TSOLUTIONS, LLC 401(K) PLAN | GLASTONBURY CT | 120 | $10.2M | $143K |
| 7 | LAFORCE & COMPANY, LLC LAFORCE & COMPANY, LLC 401(K) & PROFIT SHARING PLAN | LONG ISLAND CITY NY | 112 | $8.3M | $104K |
| 8 | THE RED VAN WORKSHOP, LLC THE RED VAN WORKSHOP, LLC 401(K) PLAN | LONGMONT CO | 76 | $9.4M | $90K |
| 9 | PE MANAGEMENT GROUP, INC. PACIFICA ENTERPRISES AND COMPANIES 401(K) PLAN | RANCHO SANTA FE CA | 658 | $1.9M | $55K |
| 10 | LIBERTY DOCTORS, LLC LD & QHD 401(K) PLAN | NORTH CHARLESTON SC | 315 | $5.9M | $47K |
