Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Group Ttl Bd Mkt Idx Adm Fd in their Schedule of Assets, totaling $12.3M 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 | CARLISLE, LLC CARLISLE, LLC EMPLOYEE INCENTIVE SAVINGS PLAN | SCOTTSDALE AZ | 4,433 | $869.7M | $9.0M |
| 2 | FREDERICK HEALTH, INC. FREDERICK HEALTH 403(B) PLAN | FREDERICK MD | 3,476 | $320.9M | $2.7M |
| 3 | PARSONS COMPANY, INC. PARSONS COMPANY, INC. PROFIT SHARING AND 401(K) PLAN |
ROANOKE IL |
| 208 |
| $29.0M |
| $413K |
| 4 | INFECTIOUS DISEASES SOCIETY OF AMERICA INFECTIOUS DISEASES SOCIETY OF AMERICA RETIREMENT PLAN | ARLINGTON VA | 109 | $19.0M | $204K |
| 5 | ANNUITY HEALTH HOLDINGS LLC ANNUITY HEALTH HOLDINGS LLC, 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA SC | 474 | $4.0M | $4K |
