Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Long-Term Investment Grade, Admiral Shares in their Schedule of Assets, totaling $69.2M 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 | AMERITAS HOLDING COMPANY AMERITAS PENSION PLAN | LINCOLN NE | 217 | $236.9M | $63.4M |
| 2 | MOTT MACDONALD I&E, LLC MOTT MACDONALD DEFINED BENEFIT PENSION PLAN | ISELIN NJ | 32 | $14.0M | $3.3M |
| 3 | NISA INVESTMENT ADVISORS, LLC NISA INVESTMENT ADVISORS, LLC PROFIT SHARING PLAN |
ST. LOUIS MO |
| 388 |
| $124.0M |
| $2.5M |
| 4 | NESTEGGS RETIREMENT PLAN SERVICES, INC. COGENT BANK MASTER POOLED 401(K) PLAN FOR COGENT BANK | JACKSONVILLE FL | 612 | $29.8M | $21K |
