Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Long-Term Investment-Grade Fund Mutual fund in their Schedule of Assets, totaling $188.3M 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 | ERNST & YOUNG U.S. LLP ERNST & YOUNG INACTIVE DEFINED BENEFIT RETIREMENT PLAN | SECAUCUS NJ | 0 | $2.2B | $170.4M |
| 2 | HOLLINGSWORTH & VOSE COMPANY HOLLINGSWORTH & VOSE COMPANY RETIREMENT PLAN | EAST WALPOLE MA | 158 | $69.6M | $5.8M |
| 3 | ASHCROFT INC. ASHCROFT INC. RETIREMENT PLAN FOR UNION EMPLOYEES |
STRATFORD CT |
| 81 |
| $21.9M |
| $5.2M |
| 4 | KANSAS UNIVERSITY ENDOWMENT ASSOCIATION RETIREMENT PLAN FOR EMPLOYEES OF THE KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | LAWRENCE KS | 157 | $55.2M | $3.8M |
| 5 | INTERTAPE POLYMER CORP. INTERTAPE POLYMER CORP. MENASHA UNION PENSION PLAN | SARASOTA FL | 32 | $3.2M | $1.4M |
| 6 | INTERTAPE POLYMER CORP. INTERTAPE POLYMER CORP. MARYSVILLE UNION PENSION PLAN | SARASOTA FL | 9 | $2.8M | $988K |
| 7 | SNOW SHOE REFRACTORIES SNOW SHOE REFRACTORIES, LLC PENSION PLAN FOR HOURLY EMPLOYEES | CLARENCE PA | 0 | $5.3M | $474K |
| 8 | SUNRISE BRANDS, LLC SUNRISE BRANDS, LLC AND ITS SUBSIDIARIES AND ITS AFFILIATE | LOS ANGELES CA | 229 | $25.8M | $212K |
| 9 | LAS VEGAS METRO CHAMBER OF COMMERCE THE ASSOCIATION 401(K) PLAN | LAS VEGAS NV | 907 | $16.0M | $8K |
| 10 | EDGEWOOD MANOR OF WELLSTON SHERMAN GROUP RETIREMENT PLAN | WELLSTON OH | 534 | $1.6M | $3K |
