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 Fund Admiral Shares Mutual Fund in their Schedule of Assets, totaling $96.7M 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 | MASSACHUSETTS MEDICAL SOCIETY MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN | WALTHAM MA | 134 | $140.9M | $92.5M |
| 2 | CENTRAL PACIFIC FINANCIAL CORP. CENTRAL PACIFIC BANK 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 670 | $188.3M | $3.7M |
| 3 | SAN JOSE WATER COMPANY |
SAN JOSE CA |
| 424 |
| $135.3M |
| $513K |
| 4 | UNITED INFRASTRUCTURE GROUP, INC. UNITED INFRASTRUCTURE GROUP 401(K) AND PROFIT SHARING PLAN | GREAT FALLS SC | 639 | $14.9M | $8K |
