Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Mortgage Backed Exchange Traded Fund in their Schedule of Assets, totaling $2.8M 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, REGIONAL DIST. COUNCIL WELFAREPLAN AND TRUST REGIONAL DISTRICT COUNCIL WELFARE PLAN AND TRUST | PORTLAND OR | 1,080 | $29.9M | $1.9M |
| 2 | ZACHARY'S CHICAGO PIZZA, INC. ZACHARY'S CHICAGO PIZZA, INC. EMPLOYEE STOCK OWNERSHIP PLAN | OAKLAND CA | 145 | $29.0M | $921K |
