Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Intr-Trm Bnd Idx Adm Mutual fund in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | POLY PREP COUNTRY DAY SCHOOL POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN | BROOKLYN NY | 263 | $103.0M | $3.0M |
| 2 | SAFE HORIZON, INC. SAFE HORIZON 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 943 | $31.3M | $1.5M |
| 3 | THE SIMONS FOUNDATION, INC. THE SIMONS FOUNDATION, INC. 401(K) PLAN |
NEW YORK NY |
| 536 |
| $119.9M |
| $1.3M |
| 4 | SAFE HORIZON, INC. SAFE HORIZON 401(A) RETIREMENT SAVINGS PLAN | NEW YORK NY | 708 | $20.7M | $441K |
| 5 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $113K |
| 6 | ST. THOMAS SCHOOL ST. THOMAS SCHOOL DC RETIREMENT PLAN | MEDINA WA | 103 | $19.7M | $55K |
