Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Vanguard Intermediate-Term Investment-Grade Fund Mutual Fund in their Schedule of Assets, totaling $21.2M 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 | ARCLIN USA LLC ARCLIN RETIREMENT PLAN | ALPHARETTA GA | 34 | $47.5M | $4.7M |
| 2 | FENWICK & WEST LLP FENWICK & WEST LLP 401(K) RETIREMENT SAVINGS PLAN | MOUNTAIN VIEW CA | 1,130 | $686.9M | $3.8M |
| 3 | HOLLINGSWORTH & VOSE COMPANY HOLLINGSWORTH & VOSE COMPANY RETIREMENT PLAN |
EAST WALPOLE MA |
| 158 |
| $69.6M |
| $3.7M |
| 4 | INALFA ROOF SYSTEMS, INC. INALFA ROOF SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | AUBURN HILLS MI | 231 | $46.7M | $3.0M |
| 5 | ARENTFOX SCHIFF LLP SCHIFF HARDIN LLP INCENTIVE SAVINGS 401(K) PLAN | WASHINGTON DC | 289 | $218.4M | $1.6M |
| 6 | THE ORTHOPAEDIC GROUP, P.C. THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN | MOBILE AL | 175 | $47.7M | $1.6M |
| 7 | MEDICAL IMAGING OF LEHIGH VALLEY, P.C. MILV 401(K) PROFIT SHARING PLAN | ALLENTOWN PA | 118 | $72.2M | $1.5M |
| 8 | INALFA ROOF SYSTEMS, INC. INALFA ROOF SYSTEMS, INC. UNION 401(K) PLAN | AUBURN HILLS MI | 537 | $14.1M | $600K |
| 9 | SNOW SHOE REFRACTORIES SNOW SHOE REFRACTORIES, LLC PENSION PLAN FOR HOURLY EMPLOYEES | CLARENCE PA | 0 | $5.3M | $285K |
| 10 | NCP CAPCO DEVELOPMENT CO, INC. ALLIANCE PARTNERS 401(K) PLAN | BIRMINGHAM AL | 175 | $6.4M | $231K |
