Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Intermediate-Term Investment-Grade Adm Fund in their Schedule of Assets, totaling $4.1M 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 | THE ORTHOPAEDIC GROUP, P.C. THE ORTHOPAEDIC GROUP, P.C. PENSION PLAN | MOBILE AL | 175 | $18.7M | $3.5M |
| 2 | NEB CORPORATION NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN | FOND DU LAC WI | 373 | $87.6M | $463K |
| 3 | JOSEPH KUSHNER HEBREW ACADEMY |
LIVINGSTON NJ |
| 130 |
| $26.0M |
| $140K |