Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Intermediate-Term Investment-Grade Fund: Adm Shr Registered Investment Company in their Schedule of Assets, totaling $10.3M 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 | TOYOTA TSUSHO AMERICA, INC. TOYOTA TSUSHO AMERICA, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN | NEW YORK NY | 1,816 | $306.6M | $6.7M |
| 2 | PATTERSON BELKNAP WEBB & TYLER LLP 401(K) PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 153 | $89.3M | $2.1M |
| 3 | JOHN D. & CATHERINE T. MACARTHUR FOUNDATION |
CHICAGO IL |
| 202 |
| $48.8M |
| $879K |
| 4 | PATTERSON BELKNAP WEBB & TYLER LLP DEFINED CONTRIBUTION PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 162 | $51.8M | $220K |
| 5 | PATTERSON BELKNAP WEBB & TYLER LLP 401(K) PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 144 | $93.2M | $213K |
| 6 | PATTERSON BELKNAP WEBB & TYLER LLP DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 95 | $47.0M | $170K |
