Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Vanguard Intermediate-Term Bond Index Fund Mutual fund in their Schedule of Assets, totaling $56.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AAA NORTHERN CALIFORNIA, NEVADA & UTAH AAA NCNU 401(K) PLAN | WALNUT CREEK CA | 5,300 | $762.7M | $22.2M |
| 2 | EMPLOVA, LLC EMPLOVA 401(K) RETIREMENT SAVINGS PLAN | HUNTINGTON STATION NY | 726 | $90.4M | $4.5M |
| 3 | TAPESTRY SOLUTIONS, INC TAPESTRY SOLUTIONS, INC. RETIREMENT PLAN |
SAN DIEGO CA |
| 456 |
| $98.0M |
| $4.2M |
| 4 | EXODUS HR, LLC EXODUS HR, LLC MULTIPLE EMPLOYER PLAN | DURANT OK | 534 | $20.3M | $3.1M |
| 5 | RAYONIER INC. RAYONIER INVESTMENT AND SAVINGS PLAN FOR SALARIED EMPLOYEES | WILDLIGHT FL | 335 | $122.7M | $2.9M |
| 6 | JAMES W. FOWLER CO. JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN | DALLAS OR | 189 | $17.5M | $2.7M |
| 7 | SERVANT HR, INC. SERVANT HR 401(K) RETIREMENT PLAN | FISHERS IN | 527 | $25.0M | $2.2M |
| 8 | JT BD OF TTEES OF THE IUOE MARINE ENGINEERS LOCAL 25 MARINE DIVISION M INTERNATIONAL UNION OF OPERATING ENGINEERS MARINE DIVISION LOCAL 25 VACATION PLAN | MILLSTONE TOWNSHIP NJ | 1,103 | $4.4M | $1.8M |
| 9 | THE ORTHOPAEDIC GROUP, P.C. THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN | MOBILE AL | 175 | $47.7M | $1.7M |
| 10 | CONNEXITY, INC. TABOOLA AND CONNEXITY 401(K) PLAN | SANTA MONICA CA | 459 | $95.7M | $1.3M |
