Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Vanguard Total Bond Market Index Fund Registered investment company in their Schedule of Assets, totaling $354.5M 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 | BANNER HEALTH BANNER HEALTH EMPLOYEES 401(K) PLAN | PHOENIX AZ | 56,849 | $4.9B | $95.4M |
| 2 | AMETEK, INC. THE AMETEK RETIREMENT AND SAVINGS PLAN | BERWYN PA | 8,402 | $1.9B | $48.7M |
| 3 | NORTHWEST PERMANENTE, P.C. NORTHWEST PERMANENTE, P.C., CASH BALANCE PLAN |
PORTLAND OR |
| 1,191 |
| $177.1M |
| $44.7M |
| 4 | CADWALADER, WICKERSHAM & TAFT LLP CADWALADER, WICKERSHAM & TAFT LLP DEFINED CONTRIBUTION PLAN | NEW YORK NY | 625 | $516.9M | $20.9M |
| 5 | WES HOLDINGS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | WEST CHESTER PA | 1,041 | $546.0M | $18.8M |
| 6 | WESTON SOLUTIONS, INC. WESTON SOLUTIONS, INC. RETIREMENT SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | WEST CHESTER PA | 1,041 | $546.0M | $18.8M |
| 7 | HP HOOD LLC HP HOOD LLC RETIREMENT SAVINGS PLAN | LYNNFIELD MA | 2,951 | $452.2M | $15.5M |
| 8 | SIDLEY AUSTIN LLP SIDLEY AUSTIN LLP CASH BALANCE RETIREMENT PLAN FOR PARTNERS | CHICAGO IL | 581 | $605.6M | $15.4M |
| 9 | ANDERSEN TAX LLC ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN | SAN FRANCISCO CA | 2,168 | $336.9M | $15.3M |
| 10 | PROLIANCE SURGEONS, INC., P.S. PROLIANCE SURGEONS, INC., P.S. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 1,982 | $516.8M | $10.3M |
