Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Interim-Term Bond Index Adm in their Schedule of Assets, totaling $1.7M 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 | LIFT COMMUNITY ACTION AGENCY, INC. LIFT 403B PLAN | HUGO OK | 245 | $11.3M | $970K |
| 2 | CHARTWELL FINANCIAL ADVISORY, INC. CHARTWELL 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 104 | $19.2M | $462K |
| 3 | WMBE PAYROLLING INC TCWGLOBAL 401(K) PLAN |
SAN DIEGO CA |
| 5,332 |
| $25.9M |
| $102K |
| 4 | CARING PLACES MANAGEMENT CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST | FOREST GROVE OR | 644 | $5.5M | $102K |
| 5 | THE NEUROMEDICAL CENTER, INC. THE NEUROMEDICAL CENTER, INC. PROFIT SHARING PLAN | BATON ROUGE LA | 181 | $51.6M | $45K |
| 6 | SAMUEL U. RODGERS HEALTH CENTER, INC. SAMUEL U. RODGERS HEALTH CENTER 403(B) PLAN | KANSAS CITY MO | 301 | $14.6M | $24K |
| 7 | GUARDIAN MANAGEMENT LLC GUARDIAN MANAGEMENT LLC 401(K) PLAN | PORTLAND OR | 215 | $7.1M | $5K |
