Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Intermediate-Term in their Schedule of Assets, totaling $22.3M 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 | UNITED ASSN OF JOURNEYMEN & APPRENTICE LOCAL 198 AFL-CIO PENSION FUND UNITED ASSO JOURNEYMEN & APPRNC PENSION FUND | JACKSONVILLE FL | 810 | $202.1M | $9.6M |
| 2 | NEWBURY CORPORATION NEWBURY CORPORATION PENSION PLAN | DEDHAM MA | 125 | $74.6M | $6.6M |
| 3 | CARIS SCIENCE, INC. CARIS SCIENCE, INC. 401(K) PLAN |
IRVING TX |
| 1,760 |
| $141.1M |
| $6.0M |
| 4 | PEOPLE'S COMMUNITY CLINIC PEOPLE'S COMMUNITY CLINIC 403(B) PLAN | AUSTIN TX | 343 | $18.1M | $135K |
| 5 | GATEWAY MANAGEMENT GROUP, LLC GATEWAY MANAGEMENT GROUP, LLC 401(K) PLAN | ST LOUIS MO | 351 | $4.6M | $24K |