Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Group Total Bond Market Index Fund in their Schedule of Assets, totaling $50.5M 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 | 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 | WASHINGTON DC CONVENTION AND TOURISM DESTINATION DC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 114 | $17.1M | $2.3M |
| 5 | SMS DATA PRODUCTS GROUP, INC. SMS DATA PRODUCTS GROUP, INC. 401(K) RETIREMENT PLAN | MC LEAN VA | 627 | $84.3M | $707K |
| 6 | FIRST BANK CHICAGO FIRST BANK CHICAGO RETIREMENT PLAN | HIGHLAND PARK IL | 144 | $50.5M | $96K |
| 7 | URM STORES, INC. URM 401(K) PLAN | SPOKANE WA | 325 | $58.3M | $91K |
| 8 | WOOD & HUSTON BANCORPORATION, INC. WOOD & HUSTON BANCORPORATION, INC. 401(K) PLAN | MARSHALL MO | 174 | $20.4M | $39K |
| 9 | COMMUNITY HEALTH CONNECTION, INC. COMMUNITY HEALTH CONNECTION, INC. 401(K) P/S PLAN | TULSA OK | 145 | $4.6M | $4K |
