Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Intermediate-Term Investment-Grade in their Schedule of Assets, totaling $9.5M 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 | WARREN AVERETT COMPANIES, LLC WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN | BIRMINGHAM AL | 703 | $195.9M | $9.0M |
| 2 | DXI CONSTRUCTION, INC. DXI CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | CHURCHVILLE MD | 286 | $13.9M | $410K |
| 3 | THE PHILADELPHIA ORCHESTRA AND KIMMEL CENTER, INC. |
PHILADELPHIA PA |
| 319 |
| $29.7M |
| $120K |
| 4 | S&P USA VENTILATION SYSTEMS, LLC S&P USA VENTILATION SYSTEMS, LLC 401(K) PLAN | JACKSONVILLE FL | 140 | $4.2M | $13K |
