Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Mortgage Backed in their Schedule of Assets, totaling $3.2M 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 | BOARD OF TRUSTEES, UFCW LOCAL 555-EMPLOYERS HEALTH UFCW LOCAL 555-EMPLOYERS HEALTH TRUST | TUALATIN OR | 11,456 | $175.2M | $1.8M |
| 2 | BOARD OF TRUSTEES, MARINE CARPENTERS PENSION FUND MARINE CARPENTERS PENSION FUND | SAN RAMON CA | 146 | $88.8M | $1.4M |
| 3 | THERM, INCORPORATED |
ITHACA NY |
| 133 |
| $11.3M |
| $36K |
| 4 | NIAGARA PLASTICS COMPANY NIAGARA PLASTICS COMPANY EMPLOYEES PENSION PLAN | ERIE PA | 101 | $2.0M | $20K |
