Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Vanguard Long-Term Investment-Grade Fund in their Schedule of Assets, totaling $164.2M 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 | UNITED HEALTH SERVICES HOSPITALS INC EMPLOYEES' RETIREMENT PLAN OF UNITED HEALTH SERVICES | BINGHAMTON NY | 1,348 | $249.0M | $46.4M |
| 2 | ACCO BRANDS CORPORATION ACCO BRANDS CORPORATION PENSION PLAN | LAKE ZURICH IL | 289 | $151.3M | $37.2M |
| 3 | NELES-JAMESBURY, INC. |
SHREWSBURY MA |
| 49 |
| $66.9M |
| $19.8M |
| 4 | GRAHAM CORPORATION RETIREMENT INCOME PLAN OF GRAHAM CORPORATION | BATAVIA NY | 50 | $30.8M | $18.1M |
| 5 | AAA CLUB ALLIANCE INC. AAA CLUB ALLIANCE INC. 401(K) RETIREMENT SAVINGS PLAN | WILMINGTON DE | 5,447 | $562.4M | $11.6M |
| 6 | C&D TECHNOLOGIES, INC. C&D TECHNOLOGIES, INC. PENSION PLAN | BLUE BELL PA | 90 | $38.0M | $8.2M |
| 7 | ROBERT W. WOODRUFF ARTS CENTER, INC. PENSION RETIREMENT PLAN FOR THE EMPLOYEES OF ROBERT W. WOODRUFF ARTS CENTER | ATLANTA GA | 46 | $15.4M | $4.3M |
| 8 | PARAMOUNT GLOBAL (FKA VIACOMCBS INC.) WESTINGHOUSE PENSION PLAN FOR OPERATIONS IN PUERTO RICO | NEW YORK NY | 0 | $20.3M | $4.1M |
| 9 | VILLANOVA UNIVERSITY VILLANOVA UNIVERSITY RETIREMENT SAVINGS PLAN | VILLANOVA PA | 3,257 | $1.2B | $3.7M |
| 10 | NUVISION FEDERAL CREDIT UNION EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION | HUNTINGTON BEACH CA | 35 | $8.5M | $2.7M |
