Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Group Total Bond Market Index Fund in their Schedule of Assets, totaling $53.6M 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 | CENTERPOINT ENERGY, INC. CENTERPOINT ENERGY GROUP WELFARE BENEFITS PLAN FOR RETIREES | HOUSTON TX | 0 | $82.9M | $35.9M |
| 2 | MODRALL, SPERLING, ROEHL, HARRIS & SISK, P.A. MODRALL, SPERLING, ROEHL, HARRIS & SISK, P.A. 401(K) PROFIT-SHARING PLAN & TRUST | ALBUQUERQUE NM | 98 | $81.0M | $7.3M |
| 3 | AMERICAN TRADING AND PRODUCTION CORPORATION |
BALTIMORE MD |
| 69 |
| $24.8M |
| $4.1M |
| 4 | THE HAVI GROUP LIMITED PARTNERSHIP THE HAVI GROUP LIMITED PARTNERSHIP PROFIT SHARING AND SAVINGS PLAN | CHICAGO IL | 1,163 | $359.8M | $3.1M |
| 5 | WASHINGTON DC CONVENTION AND TOURISM DESTINATION DC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 114 | $17.1M | $2.3M |
| 6 | SMS DATA PRODUCTS GROUP, INC. SMS DATA PRODUCTS GROUP, INC. 401(K) RETIREMENT PLAN | MC LEAN VA | 627 | $84.3M | $707K |
| 7 | FIRST BANK CHICAGO FIRST BANK CHICAGO RETIREMENT PLAN | HIGHLAND PARK IL | 144 | $50.5M | $96K |
| 8 | URM STORES, INC. URM 401(K) PLAN | SPOKANE WA | 325 | $58.3M | $91K |
| 9 | WOOD & HUSTON BANCORPORATION, INC. WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN | MARSHALL MO | 174 | $20.4M | $39K |
| 10 | COMMUNITY HEALTH CONNECTION, INC. COMMUNITY HEALTH CONNECTION, INC. 401(K) P/S PLAN | TULSA OK | 145 | $4.6M | $4K |
