Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Total Bd Mkt Idx Inst Mutual Fund - in their Schedule of Assets, totaling $61.5M 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 | DAVIS WRIGHT TREMAINE LLP DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 1,468 | $747.7M | $42.5M |
| 2 | WILLDAN GROUP, INC. WILLDAN GROUP, INC 401(K) PLAN | ANAHEIM CA | 1,757 | $148.8M | $16.9M |
| 3 | THE WINE GROUP, INC. THE WINE GROUP - FRANZIA WINERY RETIREMENT AND SAVINGS PLAN |
RIPON CA |
| 372 |
| $17.2M |
| $2.1M |
