Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Total Bond Market Index Investor Shares in their Schedule of Assets, totaling $5.3M 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 | LIFESTANCE HEALTH, INC. LIFESTANCE HEALTH 401(K) PLAN | SCOTTSDALE AZ | 10,486 | $295.4M | $4.9M |
| 2 | SIMPLEX INVESTMENTS, LLC SIMPLEX INVESTMENTS, LLC 401(K) PLAN | CHICAGO IL | 109 | $43.0M | $425K |
