Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Total Bond Idx Inst Mutual fund in their Schedule of Assets, totaling $49.6M 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 | VICTAULIC VICTAULIC SALARIED 401(K) PLAN | EASTON PA | 2,390 | $430.1M | $22.9M |
| 2 | JACKSON FAMILY ENTERPRISES INC. JACKSON FAMILY ENTERPRISES 401(K) PLAN | SANTA ROSA CA | 1,859 | $228.9M | $12.9M |
| 3 | AFFORDABLE CARE, LLC AFFORDABLE CARE, LLC MULTIPLE EMPLOYER 401K PLAN |
MORRISVILLE NC |
| 2,067 |
| $235.2M |
| $7.0M |
| 4 | NEPTUNE TECHNOLOGY GROUP INC NEPTUNE TECHNOLOGY GROUP INC RETIREMENT SAVINGS & INVESTMENT PLAN | TALLASSEE AL | 756 | $133.5M | $5.8M |
| 5 | VICTAULIC VICTAULIC BARGAINING UNIT 401(K) PLAN | EASTON PA | 579 | $15.3M | $998K |
