Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Vanguard* Total Bond Market Index Fund Institutional Shares in their Schedule of Assets, totaling $393.9M 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 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $72.2M |
| 2 | VANDERBILT UNIVERSITY VANDERBILT UNIVERSITY RETIREMENT PLAN | NASHVILLE TN | 8,410 | $2.5B | $44.5M |
| 3 | TRUSTEES OF DARTMOUTH COLLEGE SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE |
HANOVER NH |
| 4,433 |
| $1.1B |
| $31.5M |
| 4 | D. E. SHAW & CO., L.P. D. E. SHAW & CO. 401(K) PLAN | NEW YORK NY | 1,342 | $719.2M | $23.3M |
| 5 | NOMURA SECURITIES INTERNATIONAL, INC. NOMURA SECURITIES INTERNATIONAL, INC. RETIREMENT INVESTMENT PLAN | NEW YORK NY | 2,190 | $1.2B | $22.5M |
| 6 | BABCOCK & WILCOX COMPANY THE B & W THRIFT PLAN | AKRON OH | 994 | $457.4M | $21.5M |
| 7 | EXPONENT, INC. EXPONENT INC. 401(K) SAVINGS PLAN | MENLO PARK CA | 1,067 | $616.3M | $16.5M |
| 8 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY 401(K) PLAN | RALEIGH NC | 15,787 | $2.7B | $15.9M |
| 9 | MODA PARTNERS, INC. MODA PARTNERS, INC. EMPLOYEE RETIREMENT PLAN | PORTLAND OR | 1,354 | $209.0M | $15.8M |
| 10 | THE BOLER COMPANY THE MONEY ACCUMULATION PLAN OF THE BOLER COMPANY | SCHAUMBURG IL | 1,577 | $356.8M | $12.6M |
