Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Long-Term Investment-Grade Fund: Adm Shr Registered Investment Company in their Schedule of Assets, totaling $2.5M 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 | THE DOCTORS CLINIC, A P.C. THE DOCTORS CLINIC, A P. C. 401(K) PROFIT SHARING PLAN | SILVERDALE WA | 352 | $130.6M | $2.4M |
| 2 | PETRUS TRUST COMPANY, LTA PEROT EMPLOYEE RETIREMENT SAVINGS PLAN | DALLAS TX | 99 | $55.0M | $20K |
