Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Inflation-Protect Adm in their Schedule of Assets, totaling $11.5M 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 | KNOBBE MARTENS OLSON & BEAR, LLP KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 676 | $363.4M | $3.2M |
| 2 | ASTORIA GENERATING COMPANY, L.P. ASTORIA GENERATING COMPANY, L.P. MASTER TRUST | STAMFORD CT | — | $107.6M | $3.1M |
| 3 | PENTAGON FEDERAL CREDIT UNION |
MCLEAN VA |
| 2,739 |
| $391.4M |
| $1.6M |
| 4 | MOSS & BARNETT, A PROFESSIONAL ASSOCIATION MOSS & BARNETT PROFIT SHARING AND 401(K) PLAN | MINNEAPOLIS MN | 141 | $141.1M | $1.1M |
| 5 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN | OVERLAND PARK KS | 1,870 | $278.3M | $706K |
| 6 | BH SECURITY, LLC BH SECURITY, LLC 401(K) SAVINGS PLAN | FARMERS BRANCH TX | 1,273 | $57.5M | $606K |
| 7 | TARPON BLUE CE MANAGEMENT LLC COLLIER ENTERPRISES 401(K) PLAN | NAPLES FL | 15 | $30.6M | $597K |
| 8 | PLANET TECHNOLOGIES, INC. PLANET TECHNOLOGIES 401(K) PLAN | GAITHERSBURG MD | 371 | $25.0M | $251K |
| 9 | PETERSON FARMS, INC. PETERSON FARMS 401(K) RETIREMENT PLAN | SHELBY MI | 831 | $18.9M | $118K |
| 10 | SOUTH TEXAS RADIOLOGY GROUP, P.A. SOUTH TEXAS RADIOLOGY GROUP PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 142 | $111.8M | $97K |
