Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Interm-Term Treasury Adm in their Schedule of Assets, totaling $7.0M 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 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $2.6M |
| 2 | MESSERLI & KRAMER, P.A. MESSERLI & KRAMER, P.A. SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 274 | $45.9M | $1.6M |
| 3 | SMITH, DEBNAM, NARRON, DRAKE, SAINTSING & MYERS LLP |
RALEIGH NC |
| 103 |
| $19.8M |
| $1.4M |
| 4 | POLAR CORP. POLAR BEVERAGES RETIREMENT PLAN | WORCESTER MA | 1,905 | $102.4M | $480K |
| 5 | SANDHILLS GLOBAL, INC. SANDHILLS 401(K) PLAN | LINCOLN NE | 942 | $78.0M | $243K |
| 6 | J. ARTHUR TRUDEAU MEMORIAL CENTER 403(B) THRIFT PLAN OF J. ARTHUR TRUDEAU MEMORIAL CENTER | WARWICK RI | 333 | $12.8M | $235K |
| 7 | INTELLIDYNE, LLC INTELLIDYNE, LLC 401(K) PLAN | VIENNA VA | 209 | $37.5M | $118K |
| 8 | HOME EXPERIENCE LLC HOMEX SAVINGS PLAN | CHICAGO IL | 160 | $5.1M | $102K |
| 9 | MONTE SANO RESEARCH CORPORATION MONTE SANO RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 136 | $35.7M | $93K |
| 10 | PSYCHOGENICS INC. PSYCHOGENICS, INC. 401(K) PLAN | PARAMUS NJ | 167 | $18.3M | $61K |
