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 Inst Mutual fund in their Schedule of Assets, totaling $37.6M 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 | HEIDELBERG AMERICAS, INC. HEIDELBERG RETIREMENT SAVINGS PLAN | KENNESAW GA | 445 | $228.7M | $12.5M |
| 2 | MAYNARD NEXSEN PC MAYNARD NEXSEN PC 401(K) MASTER TRUST | BIRMINGHAM AL | — | $419.0M | $7.7M |
| 3 | MEAD & HUNT, INC. MEAD & HUNT, INC. 401(K) SAVINGS PLAN |
MIDDLETON WI |
| 1,387 |
| $236.6M |
| $6.5M |
| 4 | HEARTHSIDE FOOD SOLUTIONS LLC HEARTHSIDE FOOD SOLUTIONS 401(K) PLAN | DOWNERS GROVE IL | 8,997 | $280.1M | $4.3M |
| 5 | MSA PROFESSIONAL SERVICES, INC. MSA PROFESSIONAL SERVICES, INC. SAVINGS PLAN | BARABOO WI | 459 | $91.4M | $3.6M |
| 6 | HUBBELL, ROTH, & CLARK, INC. HUBBELL ROTH & CLARK, INC. 401(K) PLAN | BLOOMFIELD HILLS MI | 296 | $61.8M | $1.7M |
| 7 | DONOHUE & ASSOCIATES INC DONOHUE & ASSOCIATES INC. 401K PLAN | SHEBOYGAN WI | 138 | $39.2M | $555K |
| 8 | QUAD KNOPF, INC. QUAD KNOPF, INC. 401(K) SAVINGS PLAN | VISALIA CA | 140 | $23.2M | $480K |
| 9 | TRAFFIC PLANNING AND DESIGN INC. TPD 401(K) PLAN | POTTSTOWN PA | 271 | $36.4M | $224K |
| 10 | HEARTHSIDE FOOD SOLUTIONS LLC HEARTHSIDE FOOD SOLUTIONS UNION 401(K) PLAN | DOWNERS GROVE IL | 915 | $24.4M | $123K |
