Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Interm-Term Invst Grade Inv Vanguard 0 in their Schedule of Assets, totaling $2.8M 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 | HENNION & WALSH. INC HENNION & WALSH, INC 401(K) PROFIT SHARING PLAN & TRUST | PARSIPPANY NJ | 126 | $38.6M | $925K |
| 2 | GEORGE, MILES & BUHR LLC GEORGE, MILES & BUHR, LLC 401(K) & PROFIT SHARING PLAN | SALISBURY MD | 115 | $19.8M | $814K |
| 3 | UNITEX TEXTILE SERVICES LLC |
ELMSFORD NY |
| 303 |
| $43.1M |
| $699K |
| 4 | ORBIS OPERATIONS MANAGEMENT COMPANY, LLC ORBIS RETIREMENT PLAN | MCLEAN VA | 168 | $32.5M | $95K |
| 5 | SIMPLEX INVESTMENTS, LLC SIMPLEX INVESTMENTS, LLC 401(K) PLAN | CHICAGO IL | 109 | $43.0M | $71K |
| 6 | BROCHSTEINS INC. BROCHSTEINS INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 15 | $8.2M | $69K |
| 7 | SANDALWOOD MANAGEMENT, INC. SANDALWOOD MANAGEMENT, INC. 401(K) PLAN | AUSTIN TX | 204 | $4.1M | $55K |
| 8 | LEAPFROG SERVICES, INC. LEAPFROG SERVICES, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 70 | $7.8M | $39K |
| 9 | JAS DESIGN-BUILD INC. JAS DESIGN-BUILD INCORPORATED 401(K) PLAN | SEATTLE WA | 109 | $12.1M | $17K |
