Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Total Bond Market Institutional Fund " in their Schedule of Assets, totaling $49.2M 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 | TRUSTEES OF DARTMOUTH COLLEGE 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF | HANOVER NH | 4,336 | $933.3M | $13.6M |
| 2 | HAIER US APPLIANCE SOLUTIONS, INC. MY SAVINGS PLAN | LOUISVILLE KY | 5,568 | $840.2M | $11.9M |
| 3 | EXPAND ENERGY CORPORATION CHESAPEAKE ENERGY CORPORATION SAVINGS AND INCENTIVE STOCK BONUS PLAN |
OKLAHOMA CITY OK |
| 1,742 |
| $639.8M |
| $9.3M |
| 4 | M. A. MORTENSON COMPANY M. A. MORTENSON COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN AND TRUST | MINNEAPOLIS MN | 3,429 | $826.6M | $7.8M |
| 5 | CAPGEMINI AMERICA, INC. CAPGEMINI FINANCIAL SERVICES USA, INC. 401(K) RETIREMENT PLAN | ROSEMONT IL | 5,757 | $519.6M | $4.1M |
| 6 | HAIER US APPLIANCE SOLUTIONS, INC. MY SAVINGS PLAN (UNION) | LOUISVILLE KY | 4,559 | $245.5M | $1.4M |
| 7 | ROPER CORPORATION ROPER EMPLOYEE VOLUNTARY RETIREMENT PLAN | LAFAYETTE GA | 2,538 | $107.9M | $965K |
| 8 | HAIER US APPLIANCE SOLUTIONS, INC. ADVANCED SERVICES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN | MEMPHIS TN | 1,138 | $20.6M | $105K |
| 9 | M. A. MORTENSON COMPANY M. A. MORTENSON COMPANY RETIREMENT SAVINGS PLAN AND TRUST FOR TRADE EMPLOYEES | MINNEAPOLIS MN | 3,735 | $38.7M | $19K |
