Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Group Vanguard LT Inv-Grade Bond Adm Fund in their Schedule of Assets, totaling $4.5M 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 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP SAVINGS PLAN | NEW YORK NY | 271 | $156.5M | $1.9M |
| 2 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN | NEW YORK NY | 255 | $129.3M | $1.2M |
| 3 | MCDERMOTT WILL & SCHULTE LLP SCHULTE ROTH & ZABEL LLP THRIFT PLAN |
CHICAGO IL |
| 252 |
| $141.5M |
| $1.1M |
| 4 | SCHULTE ROTH & ZABEL LLP SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN | NEW YORK NY | 206 | $62.0M | $392K |