Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Total Bond Market Index Mutual fund N/A in their Schedule of Assets, totaling $48.3M 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 | ESSENTIA HEALTH ESSENTIA HEALTH RETIREMENT PLAN | DULUTH MN | 16,170 | $2.2B | $28.7M |
| 2 | COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. COTTINGHAM AND BUTLER INSURANCE SERVICES, INC. PROFIT SHARING & SAVINGS PLAN | DUBUQUE IA | 1,316 | $213.9M | $5.0M |
| 3 | THALHIMER, INC. THALHIMER, INC. 401(K) PLAN |
GLEN ALLEN VA |
| 389 |
| $49.9M |
| $2.9M |
| 4 | LUTHERAN CHARITY ASSOCIATION JAMESTOWN REGIONAL MEDICAL CENTER COMBINED RETIREMENT INCOME SAVINGS PLAN | JAMESTOWN ND | 315 | $55.8M | $2.5M |
| 5 | ESSENTIAL HEALTH ESSENTIA HEALTH 403(B) PLAN | DULUTH MN | 1,010 | $90.4M | $1.6M |
| 6 | LEGACY COOPERATIVE CO-OP 401(K) PLAN | BISBEE ND | 102 | $11.3M | $1.3M |
| 7 | SEQUOYAH ELECTRIC, LLC SEQUOYAH ELECTRIC 401(K) PLAN | REDMOND WA | 113 | $17.4M | $1.2M |
| 8 | FARMERS UNION OIL COMPANY CO-OP 401(K) PLAN | MINOT ND | 107 | $11.4M | $867K |
| 9 | ROSS ENVIRONMENTAL SERVICES, INC. ROSS EMPLOYEES' 401(K) SAVINGS PLAN | ELYRIA OH | 312 | $42.6M | $763K |
| 10 | MILK SPECIALTIES COMPANY MILK SPECIALTIES COMPANY RETIREMENT PLAN | EDEN PRAIRIE MN | 1,202 | $66.6M | $710K |
