Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Long-Term Treasury Index Fund Admiral Shares Mutual Fund in their Schedule of Assets, totaling $421K 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 | SYNERGY BUSINESS INNOVATION AND SYNERGY BUSINESS INNOVATION 401(K) P/S PLAN | RESTON VA | 498 | $37.7M | $206K |
| 2 | BOYD WATTERSON ASSET MANAGEMENT, LLC BOYD WATTERSON RETIREMENT PLAN | CLEVELAND OH | 127 | $31.1M | $172K |
| 3 | CLARK & WASHINGTON, PC CLARK & WASHINGTON, PC 401(K) PROFIT SHARING PLAN & TRUST |
ATLANTA GA |
| 81 |
| $3.0M |
| $44K |
