Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Intermediate-Term Bond Mutual fund in their Schedule of Assets, totaling $1.3M 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 | VERSA NETWORKS INC VERSA NETWORKS 401(K) PLAN | SANTA CLARA CA | 269 | $29.5M | $489K |
| 2 | SONATYPE, INC. SONATYPE RETIREMENT TRUST | FULTON MD | 246 | $25.9M | $248K |
| 3 | CALIFORNIA INSTITUTE OF INTEGR CALIFORNIA INSTITUTE OF INTEGR 401(K) PROFIT SHARING PLAN & TRUST |
SAN FRANCISCO CA |
| 303 |
| $16.7M |
| $182K |
| 4 | MEDIAMOSAIC, INC. DBA THE MOSAIC COMPANY MOSAIC 401(K) PLAN | RENTON WA | 137 | $22.6M | $177K |
| 5 | ANDERSON ERICKSON DAIRY CO. ANDERSON-ERICKSON DAIRY CO. PROFIT SHARING AND 401(K) PLAN | DES MOINES IA | 185 | $18.2M | $132K |
| 6 | CELLTRON, INC. CELLTRON, INC. 401(K) PROFIT SHARING PLAN | GALENA KS | 339 | $6.0M | $42K |
| 7 | ALCOA ELECTRICAL CONTRACTOR INC ALCOA GROUP 401(K) PLAN. | HUNTINGTON BEACH CA | 168 | $7.8M | $11K |
| 8 | TORNADO BUS COMPANY TORNADO AND EL EXPRESO BUS COMPANY 401(K) PLAN | DALLAS TX | 354 | $534K | $3K |
