Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Intermediate-Term Bond Index Admiral Fund * in their Schedule of Assets, totaling $17.9M 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 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $4.2M |
| 2 | UNITED OHIO INSURANCE COMPANY UNITED OHIO INSURANCE COMPANY 401(K) SAVINGS PLAN | BUCYRUS OH | 273 | $44.5M | $3.8M |
| 3 | THE ORTHOPAEDIC GROUP, P.C. |
MOBILE AL |
| 175 |
| $18.7M |
| $3.5M |
| 4 | LOGICALIS, INC. LOGICALIS, INC. 401(K) PROFIT SHARING PLAN | TROY MI | 650 | $125.3M | $2.2M |
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | IRVING TX | 270 | $29.2M | $1.4M |
| 6 | BOARD OF TRUSTEES, I.A.T.S.E. LOCAL NO. 33 HEALTH AND I.A.T.S.E. LOCAL NO. 33 HEALTH AND WELFARE TRUST FUND | LOS ANGELES CA | 463 | $22.5M | $1.1M |
| 7 | LALLEMAND USA, INC. LALLEMAND USA 401(K) SAVINGS PLAN | MEMPHIS TN | 672 | $102.2M | $520K |
| 8 | VPI ACQUISITION CORP. D/B/A VIKING PLASTICS VIKING PLASTICS 401(K) PLAN & TRUST | CORRY PA | 156 | $13.0M | $445K |
| 9 | NEW ORLEANS & COMPANY NEW ORLEANS & COMPANY 401(K) PLAN | NEW ORLEANS LA | 103 | $14.1M | $227K |
| 10 | HANWHA Q CELLS AMERICA HANWHA Q CELLS AMERICA 401(K) PLAN | IRVINE CA | 279 | $11.9M | $142K |
