Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Inter-Term Invest-Grade Adm Mutual Fund in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIRST OKLAHOMA BANK FIRST OKLAHOMA BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | JENKS OK | 112 | $17.8M | $411K |
| 2 | RAE CORPORATION RAE CORPORATION 401(K) PLAN | PRYOR OK | 720 | $24.7M | $379K |
| 3 | TRUSTEES-SHEET METAL WORKERS' LOCAL 270 DC PENSION PLAN SHEET METAL WORKERS' 270 DEFINED CONTRIBUTION PENSION PLAN |
TULSA OK |
| 396 |
| $8.7M |
| $219K |
