Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Interm-Term Bond Index Adm Mutual Funds - in their Schedule of Assets, totaling $14.1M 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 | MASSACHUSETTS MEDICAL SOCIETY THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN | WALTHAM MA | 448 | $173.5M | $4.7M |
| 2 | J.J. TAYLOR COMPANIES, INC. J.J. TAYLOR COMPANIES, INC. PROFIT SHARING RETIREMENT PLAN | JUPITER FL | 1,196 | $132.4M | $4.2M |
| 3 | ROGERS FORD SALES, INC. |
MIDLAND TX |
| 179 |
| $14.0M |
| $2.3M |
| 4 | FINE LINE HOMES, INC. FINE LINE HOMES, INC. RETIREMENT PLAN | HARRISBURG PA | 195 | $27.9M | $1.2M |
| 5 | NORTHWEST COSMETIC LABORATORIE NORTHWEST COSMETIC LABORATORIE 401(K) PROFIT SHARING PLAN & TRUST | IDAHO FALLS ID | 593 | $6.6M | $554K |
| 6 | SEER, INC. SEER 401(K) PLAN | REDWOOD CITY CA | 127 | $11.4M | $545K |
| 7 | LITTLEJOHN & CO., LLC LITTLEJOHN & CO., LLC 401(K) PROFIT SHARING PLAN | GREENWICH CT | 86 | $55.7M | $395K |
| 8 | WILSON TURNER KOSMO LLP WILSON TURNER KOSMO LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 118 | $30.4M | $148K |
| 9 | TRIMETRIX, INC. TRIMETRIX, INC. 401(K) PLAN | ARLINGTON VA | 140 | $11.1M | $139K |
| 10 | VERRICA PHARMACEUTICALS VERRICA PHARMACEUTICALS 401(K) | WEST CHESTER PA | 102 | $5.8M | $12K |
