Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Intr-Trm Bnd Idx Adm in their Schedule of Assets, totaling $2.3M 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 | FRIENDS ACADEMY FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | LOCUST VALLEY NY | 194 | $65.0M | $1.3M |
| 2 | UNIVERSITY SCHOOL OF NASHVILLE UNIVERSITY SCHOOL OF NASHVILLE RETIREMENT PLAN | NASHVILLE TN | 215 | $44.5M | $724K |
| 3 | WINDWARD SCHOOL INC WINDWARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
LOS ANGELES CA |
| 166 |
| $48.9M |
| $172K |
| 4 | MAINE COLLEGE OF ART AND DESIGN MAINE COLLEGE OF ART AND DESIGN 403(B) PLAN | PORTLAND ME | 93 | $16.2M | $50K |
