Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Inter-Term Treasury Index Admiral - in their Schedule of Assets, totaling $2.0M 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 | WEALTH ENHANCEMENT GROUP, LLC WEALTH ENHANCEMENT GROUP 401(K) PLAN | PLYMOUTH MN | 1,581 | $198.6M | $1.4M |
| 2 | SCHEIDT & BACHMANN USA INC. SCHEIDT & BACHMANN USA 401(K) PLAN | LOWELL MA | 168 | $18.0M | $567K |
| 3 | APOLLO, INC. APOLLO, INC. 401(K) PROFIT SHARING PLAN |
KENNEWICK WA |
| 558 |
| $71.7M |
| $24K |
