Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Tot Bd Mkt Idx Adm Registered investment company in their Schedule of Assets, totaling $6.9M 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 | AEGIS SENIOR COMMUNITIES, LLC AEGIS SENIOR COMMUNITIES, LLC 401(K) PLAN | BELLEVUE WA | 2,828 | $21.4M | $5.1M |
| 2 | NORTHERN VALLEY INDIAN HEALTH, INC. NORTHERN VALLEY INDIAN HEALTH, INC. 401(K) PROFIT SHARING PLAN | WILLOWS CA | 454 | $22.4M | $1.4M |
| 3 | THRESHOLD ENTERPRISES, LTD. |
SCOTTS VALLEY CA |
| 443 |
| $9.3M |
| $377K |
