Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Intermediate-Term Tax-Exempt Fund in their Schedule of Assets, totaling $62.6M 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 | NISOURCE INC. NISOURCE LIFE AND MEDICAL BENEFITS PROGRAM | MERRILLVILLE IN | 7,725 | $154.7M | $29.4M |
| 2 | MCDONALDS LICENSEES HEALTH AND WELFARE TRUST MCDONALD'S LICENSEES/RMHC HEALTH & WELFARE GIA | CHICAGO IL | 20,809 | $86.7M | $20.9M |
| 3 | NISOURCE INC. NISOURCE POST-65 RETIREE MEDICAL PLAN |
MERRILLVILLE IN |
| 0 |
| $126.6M |
| $12.3M |
