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 Registered Investment Company in their Schedule of Assets, totaling $98.1M 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 VANGUARD GROUP, INC. THE VANGUARD RETIREMENT AND SAVINGS PLAN | MALVERN PA | 17,477 | $11.1B | $82.4M |
| 2 | TRANSATLANTIC HOLDINGS, INC. TRANSATLANTIC HOLDINGS, INC. FROZEN PENSION PLAN | NEW YORK NY | 141 | $41.8M | $15.3M |
| 3 | DAVID CLARK HOLDINGS, INC. DAVID CLARK 401K PLAN |
WORCESTER MA |
| 240 |
| $58.4M |
| $330K |
| 4 | PLUTO ACQUISITION OPCO LLC PLUTO ACQUISITION OPCO LLC 401(K) PROFIT SHARING PLAN & TRUST | PHOENIX AZ | 401 | $5.7M | $6K |
