Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard total Bond Index Adm Mutual fund in their Schedule of Assets, totaling $20.1M 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 | BANK OF NOVA SCOTIA RETIREMENT PLAN FOR EMPLOYEES OF SCOTIABANK U. S. 401(K) | — | 1,417 | $492.6M | $6.9M |
| 2 | ROBINSON & COLE LLP ROBINSON & COLE SAVINGS PLAN | HARTFORD CT | 388 | $294.3M | $2.2M |
| 3 | MILL CREEK RESIDENTIAL TRUST LLC MILL CREEK RESIDENTIAL TRUST RESOURCES LLC 401(K) PLAN |
DALLAS TX |
| 1,325 |
| $149.8M |
| $2.0M |
| 4 | CAR-FRESHNER CORPORATION CAR-FRESHNER CORPORATION 401(K) SAVINGS AND PROFIT SHARING PLAN | WATERTOWN NY | 468 | $51.0M | $1.8M |
| 5 | YANCEY BROS. CO YANCEY BROS. EMPLOYEES' 401(K) PROFIT SHARING PLAN | AUSTELL GA | 2,186 | $231.8M | $1.8M |
| 6 | SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION SAVINGS PLAN | NEW YORK NY | 147 | $103.8M | $1.5M |
| 7 | SHIONOGI, INC. SHIONOGI, INC. 401(K) PLAN | FLORHAM PARK NJ | 333 | $101.8M | $818K |
| 8 | KIMCO REALTY CORPORATION KIMCO REALTY CORPORATION 401(K) PLAN | JERICHO NY | 708 | $237.2M | $758K |
| 9 | PSC GROUP LLC PSC GROUP 401(K) PLAN | BATON ROUGE LA | 4,863 | $219.6M | $726K |
| 10 | CAYUGA MEDICAL ASSOCIATES CAYUGA MEDICAL ASSOCIATES 403(B) SAVINGS PLAN | ITHACA NY | 819 | $51.0M | $671K |
