Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Mortgage-Backed Securities in their Schedule of Assets, totaling $4.1M 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 | ELDRIDGE WEALTH SOLUTIONS SECURITY BENEFIT ASSOCIATES PENSION PLAN | TOPEKA KS | 113 | $52.8M | $3.9M |
| 2 | EXP GROUP LLC EXP GROUP LLC CASH BALANCE PLAN | NORTH BERGEN NJ | 127 | $2.7M | $161K |
| 3 | DASHLANE USA, INC. DASHLANE USA, INC. 401(K) PLAN |
NEW YORK NY |
| 104 |
| $8.1M |
| $8K |
| 4 | T & W SUPERMARKET, INC. NILSSEN'S SUPERVALU 401(K) PLAN | BALDWIN WI | 143 | $5.7M | $105 |
