Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Ttl Bd Mkt Ind Adm Mutual funds in their Schedule of Assets, totaling $1.6M 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 | OREGON INTERNATIONAL AIR FREIGHT CO. OIA RETIREMENT AND SAVINGS PLAN | PORTLAND OR | 408 | $47.5M | $1.0M |
| 2 | PETERSON ENTERPRISES, INC. PETERSON ENTERPRISES, INC. 401K SAVINGS PLAN AND TRUST | SAINT LOUIS MO | 160 | $8.7M | $403K |
| 3 | INDEPENDENT BANK INDEPENDENT BANK 401(K) PLAN |
MEMPHIS TN |
| 240 |
| $17.7M |
| $194K |
