Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Total Bond Market Index Adm Shares of registered investment companies in their Schedule of Assets, totaling $1.3M 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 | NEW NARRATIVE NEW NARRATIVE 401(K) PLAN | TIGARD OR | 318 | $5.7M | $1.1M |
| 2 | COFFMAN EXCAVATION INC. COFFMAN EXCAVATION, INC. UNION 401(K) PROFIT SHARING PLAN | OREGON CITY OR | 114 | $8.5M | $62K |
| 3 | EAGLES ROUTES LLC EAGLES ROUTES LLC 401(K) PLAN |
PORTLAND OR |
| 104 |
| $486K |
| $44K |
| 4 | THE ALLISON INN & SPA LLC THE ALLISON INN 401(K) PLAN | NEWBERG OR | 171 | $2.5M | $2K |
