Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Long-Term Investment-Grade Fund: Admiral Shares in their Schedule of Assets, totaling $141.6M 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 | UNIVERSITY OF VIRGINIA PHYSICIANS GROUP UNIVERSITY OF VIRGINIA PHYSICIANS GROUP CLINICIANS SUPPLEMENTAL RETIREMENT PLAN | CHARLOTTESVILLE VA | 447 | $223.2M | $80.3M |
| 2 | NOMURA SECURITIES INTERNATIONAL, INC. NOMURA SECURITIES INTERNATIONAL, INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 2,190 | $1.2B | $21.4M |
| 3 |
POTTSTOWN PA |
| 52 |
| $41.0M |
| $16.8M |
| 4 | STATE DEPARTMENT FCU STATE DEPARTMENT FEDERAL CREDIT UNION DEFINED BENEFIT PENSION PLAN | ALEXANDRIA VA | 34 | $77.0M | $12.7M |
| 5 | INSTITUTE FOR DEFENSE ANALYSES INSTITUTE FOR DEFENSE ANALYSES TAX DEFERRED ANNUITY PLAN | ALEXANDRIA VA | 1,546 | $875.1M | $3.1M |
| 6 | FEDERAL HOME LOAN BANK OF ATLANTA FEDERAL HOME LOAN BANK OF ATLANTA 401(K) SAVINGS PLAN | ATLANTA GA | 348 | $156.7M | $2.9M |
| 7 | NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES NATIONAL EDUCATION ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 453 | $245.5M | $1.7M |
| 8 | MARSH & MCLENNAN COMPANIES, INC. JLT (USA) STABLE VALUE PLAN - TW LEGACY | NEW YORK NY | 15 | $3.7M | $1.0M |
| 9 | ODYSSEY LOGISTICS & TECHNOLOGY CORPORATION ODYSSEY LOGISTICS & TECHNOLOGY CORPORATION 401(K) PLAN | DANBURY CT | 1,407 | $83.0M | $871K |
| 10 | CBJ ASSOCIATES INC CBJ ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | IRVINE CA | 91 | $9.0M | $826K |
