Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Inflation-Protected Secs Mutual fund in their Schedule of Assets, totaling $8.5M 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 | SAINT FRANCIS HEALTHCARE SYSTEM SAINT FRANCIS HEALTHCARE SYSTEM TAX DEFERRED ANNUITY PLAN | CAPE GIRARDEAU MO | 3,483 | $245.8M | $3.2M |
| 2 | MACQUARIE HOLDINGS (U.S.A.) INC. MACQUARIE HOLDINGS (USA) INC. 401(K) PLAN AND TRUST | NEW YORK NY | 2,294 | $720.7M | $3.1M |
| 3 | SUSMAN, TISDALE, GAYLE ARCHITECTS, DBA STG DESIGN, INC. |
AUSTIN TX |
| 80 |
| $14.1M |
| $929K |
| 4 | WILLIAMS, KASTNER & GIBBS PLLC WILLIAMS, KASTNER & GIBBS PLLC RETIREMENT PLAN | SEATTLE WA | 83 | $51.5M | $706K |
| 5 | G.W. VAN KEPPEL COMPANY G.W. VAN KEPPEL COMPANY RETIREMENT SAVINGS PLAN | KANSAS CITY MO | 278 | $22.6M | $243K |
| 6 | PROBABLYMONSTERS INC PROBABLYMONSTERS INC 401(K) PLAN | BELLEVUE WA | 175 | $21.5M | $240K |
| 7 | EDWARDS, INC. EDWARDS, INC. SAVINGS PLUS PLAN | SPRING HOPE NC | 408 | $19.2M | $52K |
| 8 | CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION 401(K) PROFIT SHARING PLAN AND TRUST | PENDLETON OR | 2,263 | $150.2M | $40K |
| 9 | OPENSYMMETRY, LLC OPENSYMMETRY, LLC EMPLOYEE SAVINGS TRUST | AUSTIN TX | 73 | $7.7M | $35K |
| 10 | ALLEN HARIM FOODS, LLC THE ALLEN HARIM GROUP 401(K) PLAN | MILLSBORO DE | 1,263 | $16.8M | $12K |
