Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Interim-Term Bond Index Adm Mutual Fund in their Schedule of Assets, totaling $4.0M 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 | MB2 DENTAL SOLUTIONS MB2 DENTAL SOLUTIONS 401(K) PLAN | CARROLLTON TX | 9,593 | $169.6M | $2.5M |
| 2 | ENERGY RECOVERY, INC. ENERGY RECOVERY, INC. 401(K) PLAN | SAN LEANDRO CA | 224 | $28.2M | $1.4M |
| 3 | CHALLENGE UNLIMITED INC. CHALLENGE UNLIMITED 401(K) PLAN |
ALTON IL |
| 607 |
| $4.9M |
| $33K |