Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Interm Term BD Index in their Schedule of Assets, totaling $1.3M 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 | THE FIRST NATIONAL BANK & TRUST COMPANY OF NEWTOWN FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN | NEWTOWN PA | 123 | $45.2M | $1.0M |
| 2 | GETWELLNETWORK, INC. GETWELLNETWORK, INC. 401(K) PLAN | BETHESDA MD | 215 | $25.3M | $252K |
| 3 | BEEKLEY CORPORATION BEEKLEY CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST |
BRISTOL CT |
| 98 |
| $27.3M |
| $24K |
| 4 | HARROGATE INCORPORATED HARROGATE EMPLOYEES ANNUITY PLAN | LAKEWOOD NJ | 208 | $6.2M | $5K |
| 5 | BBR PARTNERS, LLC BBR PARTNERS, LLC RETIREMENT PLAN | NEW YORK NY | 174 | $44.2M | $4K |
| 6 | BRAVE HEALTH, INC. BRAVE HEALTH, INC. 401(K) PLAN | MIAMI FL | 263 | $761K | $1K |
