Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Group Bond Index Fund Mutual fund in their Schedule of Assets, totaling $3.5M 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 | WELL HEALTH INC WELL HEALTH 401(K) PLAN | SANTA BARBARA CA | 256 | $14.8M | $1.5M |
| 2 | FRIDABABY, LLC FRIDABABY 401(K) PLAN | MIAMI FL | 138 | $8.0M | $937K |
| 3 | RAKEN, INC. RAKEN 401(K) PLAN | CARLSBAD CA | 105 |
| $6.6M |
| $856K |
| 4 | GOEXPEDI GOEXPEDI 401(K) PLAN | HOUSTON TX | 75 | $1.4M | $217K |