Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Intermediate-Term Treasury Adm in their Schedule of Assets, totaling $5.3M 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 | HM.CLAUSE, INC. HM.CLAUSE, INC. 401(K) RETIREMENT PLAN | DAVIS CA | 719 | $102.0M | $4.9M |
| 2 | SCIENCE AND TECHNOLOGY CORPORATION DEFERRED SALARY PROFIT SHARING THRIFT PLAN FOR EMPLOYEES OF SCIENCE AND | HAMPTON VA | 289 | $44.6M | $335K |
| 3 | TRIDENT TRUST COMPANY (SOUTH DAKOTA) INC. |
SIOUX FALLS SD |
| 112 |
| $6.9M |
| $31K |