Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Total Bond Market Index Fund; Investor * Shares Mutual fund in their Schedule of Assets, totaling $27.8M 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 | CLARKSON EYECARE, INC. EYECARE PARTNERS 401(K) PLAN | BALLWIN MO | 7,775 | $511.8M | $7.6M |
| 2 | ASHCROFT INC. ASHCROFT INC. 401(K) PLAN | STRATFORD CT | 365 | $75.4M | $4.7M |
| 3 | SWISHER INTERNATIONAL INC SWISHER INTERNATIONAL, INC. CAPITAL ACCUMULATION PLAN |
JACKSONVILLE FL |
| 794 |
| $122.3M |
| $4.5M |
| 4 | WASSERSTROM HOLDINGS, INC. WASSERSTROM HOLDINGS ASSOCIATES 401(K) PLAN | COLUMBUS OH | 1,056 | $95.0M | $4.3M |
| 5 | WORKHOLDING US HOLDINGS, LLC FORKARDT HARDINGE RETIREMENT PLAN | ELMIRA NY | 379 | $64.4M | $2.4M |
| 6 | HARDINGE INC. HARDINGE INC. RETIREMENT PLAN | ELMIRA NY | 488 | $59.4M | $2.0M |
| 7 | GRAHAM CORPORATION GRAHAM CORPORATION INCENTIVE SAVINGS PLAN | BATAVIA NY | 591 | $97.7M | $1.3M |
| 8 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN | PLANO TX | 111 | $73.6M | $665K |
| 9 | R. A. PEARSON COMPANY PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST | SPOKANE WA | 180 | $29.3M | $187K |
| 10 | NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. NATIONAL BUREAU OF ECONOMIC RESEARCH, INC. TAX-DEF | CAMBRIDGE MA | 68 | $37.9M | $56K |
