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 Inv Vanguard 0 in their Schedule of Assets, totaling $427K 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 | PHOENIX SERVICES LLC PHOENIX SERVICES LLC 401(K) PLAN | RADNOR PA | 802 | $15.1M | $355K |
| 2 | THE CENTER FOR NEUROLOGICAL AND NEURODEVELOPMENTAL HEALTH (CNNH) CNNH 401(K) PLAN | VOORHEES NJ | 663 | $4.8M | $65K |
| 3 | TRILLIUM MANAGEMENT, LLC TRILLIUM 401(K) PLAN |
NEW YORK NY |
| 101 |
| $26.0M |
| $6K |
| 4 | HALTER WINERY, LLC HALTER WINERY, LLC RETIREMENT PLAN | PASO ROBLES CA | 67 | $4.9M | $1K |
