Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Intermediate-Term Bond Index Fund Adm 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.
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 | INCOE CORPORATION THE INCOE CORPORATION PLAN | AUBURN HILLS MI | 171 | $24.9M | $1.7M |
| 2 | HERITAGE FINANCIAL GROUP, INC. HERITAGE FINANCIAL GROUP, INC. 401(K) PLAN AND TRUST | ELKHART IN | 93 | $20.5M | $710K |
| 3 | MARK-TAYLOR DEVELOPMENT, INC. MARK-TAYLOR DEVELOPMENT, INC. 401(K) PLAN |
SCOTTSDALE AZ |
| 785 |
| $19.9M |
| $343K |
| 4 | SHARP DECISIONS, INC. SHARP DECISIONS, INC. 401(K) PLAN | NEW YORK NY | 207 | $19.6M | $73K |
