Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Vanguard Total Bond Market Index Registered investment company in their Schedule of Assets, totaling $385.1M 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 | UNIVERSITY OF ROCHESTER UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM | ROCHESTER NY | 30,335 | $7.2B | $229.0M |
| 2 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $72.0M |
| 3 | ENERGIZER HOLDINGS, INC. ENERGIZER 401(K) PLAN |
ST. LOUIS MO |
| 1,827 |
| $585.2M |
| $33.9M |
| 4 | AMERICAN CENTURY SERVICES, LLC AMERICAN CENTURY RETIREMENT PLAN | KANSAS CITY MO | 1,410 | $1.1B | $20.2M |
| 5 | MCMENAMINS, INC. MCMENAMINS PUBS & BREWERIES 401(K) PLAN | PORTLAND OR | 1,868 | $40.6M | $9.9M |
| 6 | SCHWABE, WILLIAMSON & WYATT, P.C. SCHWABE, WILLIAMSON & WYATT, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 311 | $156.2M | $8.6M |
| 7 | SANDBERG, PHOENIX & VON GONTARD P.C SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN | ST. LOUIS MO | 365 | $92.9M | $1.9M |
| 8 | PADDOCK PUBLICATIONS, INC. PADDOCK PUBLICATIONS, INC. EMPLOYEES 401(K) PLAN | SCHAUMBURG IL | 145 | $43.3M | $1.5M |
| 9 | VISIONARY EYE CARE PARTNERS VISIONARY EYE CARE PARTNERS 401(K) PLAN | WATERBURY CT | 866 | $38.2M | $1.5M |
| 10 | SAI CONSULTING ENGINEERS, INC. SAI CONSULTING ENGINEERS, INC. 401(K) RS PLAN | PITTSBURGH PA | 139 | $47.9M | $1.1M |
