Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding VANGUARD INTERM TERM BD IDX A Registered Investment Company in their Schedule of Assets, totaling $10.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MINDBODY, INC. MINDBODY, INC. 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 1,000 | $122.8M | $2.4M |
| 2 | UPSTART NETWORK, INC. UPSTART NETWORK, INC. 401(K) PLAN | SAN MATEO CA | 1,179 | $97.9M | $2.1M |
| 3 | COHEN SEQUOIA ENTERPRISES LTD. COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) |
CLEVELAND OH |
| 335 |
| $64.3M |
| $1.9M |
| 4 | HERRICK, FEINSTEIN LLP HERRICK, FEINSTEIN LLP SAVINGS PLAN (NEW) | NEW YORK NY | 122 | $32.6M | $1.2M |
| 5 | AUTODIE LLC AUTODIE LLC 401(K) PLAN | GRAND RAPIDS MI | 165 | $40.1M | $859K |
| 6 | SMARTTHINGS, INC. SMARTTHINGS 401(K) PLAN | MOUNTAIN VIEW CA | 242 | $43.6M | $653K |
| 7 | FOUNDATION SOFTWARE, LLC FOUNDATION SOFTWARE, LLC 401(K) RETIREMENT SAVINGS PLAN | STRONGSVILLE OH | 505 | $42.9M | $535K |
| 8 | NITROGEN WEALTH, INC. NITROGEN WEALTH, INC. 401(K) PLAN | AUBURN CA | 107 | $12.5M | $186K |
| 9 | MALCO PRODUCTS, INC. MALCO PRODUCTS, INC. INCENTIVE SAVINGS PLAN AND TRUST | BARBERTON OH | 231 | $17.9M | $143K |
| 10 | THERMA-STOR LLC THERMA-STOR UNION 401(K) PLAN | MADISON WI | 125 | $4.8M | $2K |
