Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Intermediate-Term Bond Index Fund Pooled separate account in their Schedule of Assets, totaling $4.2M 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 | ROEDERER ESTATE INC. ROEDERER USA RETIREMENT PLAN | OAKLAND CA | 136 | $39.8M | $2.9M |
| 2 | BEYONDSOFT CONSULTING, INC. BEYONDSOFT CONSULTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 387 | $34.4M | $978K |
| 3 | ENCODED THERAPEUTICS, INC. ENCODED THERAPEUTICS, INC. 401(K) PLAN |
SOUTH SAN FRANCISCO CA |
| 170 |
| $11.1M |
| $334K |
| 4 | B S K ASSOCIATES B S K ASSOCIATES 401(K) PLAN AND TRUST | FRESNO CA | 199 | $10.7M | $13K |
| 5 | CHARLOTTE ANIMAL REFERRAL & EMERGENCY CHARLOTTE ANIMAL REFERRAL & EMERGENCY 401(K) PROFIT SHARING PLAN & TRUST | CHARLOTTE NC | 179 | $7.5M | $3K |
| 6 | OLD PUEBLO HEALTHCARE, LLC DBA OPTIMA MEDICAL OPTIMA MEDICAL 401(K) PLAN | SCOTTSDALE AZ | 237 | $3.3M | $1K |
