Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Inflation-Protected Secs Inv " in their Schedule of Assets, totaling $19.9M 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 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY 401(K) PLAN | RALEIGH NC | 15,787 | $2.7B | $12.4M |
| 2 | IMA FINANCIAL GROUP, INC. IMA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WICHITA KS | 2,726 | $317.2M | $3.1M |
| 3 | THE PRINCE & IZANT COMPANY |
CLEVELAND OH |
| 142 |
| $32.2M |
| $1.3M |
| 4 | ERLAND CONSTRUCTION, INC. ERLAND CONSTRUCTION, INC. 401(K) PLAN | BURLINGTON MA | 84 | $29.9M | $1.1M |
| 5 | PRIORITY AMBULANCE, LLC PRIORITY AMBULANCE, LLC 401(K) PLAN | SCOTTSDALE AZ | 4,427 | $26.1M | $477K |
| 6 | UMC PHYSICIANS UMC PHYSICIANS 401(K) PLAN | LUBBOCK TX | 457 | $35.9M | $338K |
| 7 | SCOTT CREDIT UNION SCOTT CREDIT UNION 401(K) PLAN | EDWARDSVILLE IL | 340 | $20.7M | $312K |
| 8 | CUBESMART, L.P. CUBESMART, L.P. 401(K) PLAN | MALVERN PA | 2,630 | $59.7M | $255K |
| 9 | COMMUNITY ACTION OPPORTUNITIES,INCORPORATED COMMUNITY ACTION OPPORTUNITIES 401(K) PLAN | ASHEVILLE NC | 90 | $7.6M | $178K |
| 10 | CAROLINA HOME MEDICAL, INC. CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST | NEW BERN NC | 378 | $20.3M | $173K |
