Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vanguard Total Bond Market Index Fund Investor Shares - in their Schedule of Assets, totaling $25.6M 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 | TRUSTEES OF THE UNIV. OF PENN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 45,420 | $3.6B | $14.7M |
| 2 | WOLFRAM RESEARCH, INC. WOLFRAM RESEARCH, INC. 401(K) PLAN | CHAMPAIGN IL | 370 | $82.4M | $2.9M |
| 3 | SOUTH LOUISIANA MEDICAL ASSOCIATES |
HOUMA LA |
| 182 |
| $96.3M |
| $2.7M |
| 4 | SIMULATION TECHNOLOGIES, INC SIMULATION TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 228 | $88.1M | $2.6M |
| 5 | SPILMAN THOMAS & BATTLE, PLLC SPILMAN THOMAS & BATTLE 401(K) PLAN | CHARLESTON WV | 167 | $71.4M | $1.6M |
| 6 | PREMIER MEDICAL GROUP OF MISSISSIPPI, LLC PMGM SAVINGS PLAN | RIDGELAND MS | 121 | $41.4M | $653K |
| 7 | GUST ROSENFELD P.L.C. GUST ROSENFELD P. L. C. RETIREMENT PLAN | PHOENIX AZ | 96 | $43.4M | $342K |
