Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Long-Term Inv-Grade Adm Shs in their Schedule of Assets, totaling $24.8M 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 | INSTITUTE OF NUCLEAR POWER OPERATIONS INSTITUTE OF NUCLEAR POWER OPERATIONS MEDICAL BENEFITS PLAN | ATLANTA GA | 52 | $40.2M | $14.5M |
| 2 | R.G. BARRY CORPORATION R. G. BARRY CORPORATION ASSOCIATES' RETIREMENT PLAN | PICKERINGTON OH | 8 | $21.1M | $6.2M |
| 3 | SHORE POINT DISTRIBUTING CO., INC. |
ADELPHIA NJ |
| 120 |
| $27.2M |
| $2.6M |
| 4 | SOUTHERN STATES, LLC SOUTHERN STATES, LLC HOURLY EMPLOYEES' RETIREMENT PLAN | HAMPTON GA | 30 | $4.1M | $1.5M |
| 5 | SOUTHCO, INC. PENSION PLAN FOR EMPLOYEES OF SOUTHCO, INC. | CONCORDVILLE PA | 179 | $147.5M | $3K |