Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Long-term investment-grade in their Schedule of Assets, totaling $78.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRODA INCORPORATED CRODA INC. RETIREMENT PLAN | PLAINSBORO NJ | 183 | $140.8M | $59.7M |
| 2 | GROW AMERICA GROW AMERICA DEFINED BENEFIT PENSION PLAN | NEW YORK NY | 72 | $26.7M | $15.6M |
| 3 | ALIXPARTNERS, LLP ALIXPARTNERS, LLP CASH BALANCE PLAN |
| 185 |
| $73.3M |
| $2.9M |
| 4 | MIDLANDS PACKAGING CORPORATION MIDLANDS PACKAGING CORP 401(K) PROFIT SHARING PLAN | LINCOLN NE | 132 | $16.4M | $337K |
| 5 | MIDTOWN COMMUNITY HEALTH CENTER, INC. MIDTOWN COMMUNITY HEALTH CENTER 403(B) PLAN | OGDEN UT | 184 | $14.2M | $64K |
| 6 | JOHNSON HEALTH CENTER JOHNSON HEALTH CENTER MATCHING TAX-DEFERRD SAVINGS PLAN | MADISON HEIGHTS VA | 219 | $11.3M | $46K |
| 7 | AMERICAN SOCIETY FOR CLINICAL PATHOLOGY AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN | CHICAGO IL | 111 | $18.0M | $43K |
| 8 | DEERFIELD EPISCOPAL RETIREMENT COMMUNITY, INC. DEERFIELD EPISCOPAL RETIREMENT COMM. INC. 403(B) P | ASHEVILLE NC | 359 | $8.5M | $11K |