Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 337 U.S. retirement plans report holding Vanguard TOT BND MKT IND ADM in their Schedule of Assets, totaling $150.3M 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 | LEARNING TECHNOLOGIES GROUP, INC. PEOPLEFLUENT, INC. 401(K) PLAN | RALEIGH NC | 339 | $52.3M | $5.6M |
| 2 | LEARNING TECHNOLOGIES ACQ CORP PEOPLEFLUENT, INC. 401(K) PLAN | RALEIGH NC | 269 | $55.8M | $5.2M |
| 3 | RIVERVIEW, LLP RIVERVIEW 401(K) PLAN |
MORRIS MN |
| 1,191 |
| $56.6M |
| $4.9M |
| 4 | CAMFIL USA, INC. CAMFIL USA, INC. 401(K) PLAN | RIVERDALE NJ | 1,279 | $103.3M | $4.4M |
| 5 | OMAHA STEAKS INTERNATIONAL LLC OMAHA STEAKS 401(K) PLAN | OMAHA NE | 724 | $104.1M | $3.5M |
| 6 | NORTH AMERICAN HOGANAS HOLDINGS NORTH AMERICAN HOGANAS SALARY 401(K) PLAN | HOLLSOPPLE PA | 151 | $50.9M | $2.7M |
| 7 | LITCHFIELD CAVO LLP LITCHFIELD CAVO LLP 401(K) PLAN | CHICAGO IL | 413 | $98.5M | $2.7M |
| 8 | ATLANTA BONDED WAREHOUSE CORP ATLANTA BONDED WAREHOUSE CORP 401(K) RETIREMENT PLAN | KENNESAW GA | 910 | $67.2M | $2.6M |
| 9 | WALLACE, MONTGOMERY & ASSOCIATES WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 223 | $44.8M | $2.4M |
| 10 | OMNI WORKSPACE COMPANY LLC OMNI WORKSPACE COMPANY LLC 401(K) PLAN | MINNEAPOLIS MN | 477 | $55.5M | $2.2M |
