Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Ttl Bond Mkt Idx Adm in their Schedule of Assets, totaling $20.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MOTT MACDONALD GROUP, INC. MOTT MACDONALD 401(K) PLAN | ISELIN NJ | 2,185 | $489.4M | $8.0M |
| 2 | VALLEN DISTRIBUTION, INC. VALLEN DISTRIBUTION, INC. 401(K) PLAN | BELMONT NC | 2,902 | $240.3M | $3.6M |
| 3 | MARINER WEALTH ADVISORS, LLC MARINER WEALTH ADVISORS, LLC 401(K) PLAN |
OVERLAND PARK KS |
| 1,870 |
| $278.3M |
| $2.0M |
| 4 | MECKLENBURG RADIOLOGY ASSOCIATES, P.A. MECKLENBURG RADIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | CHARLOTTE NC | 128 | $93.3M | $2.0M |
| 5 | HARTREE PARTNERS, LP HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN | NEW YORK NY | 394 | $95.2M | $1.6M |
| 6 | TARPON BLUE CE MANAGEMENT LLC COLLIER ENTERPRISES 401(K) PLAN | NAPLES FL | 15 | $30.6M | $1.3M |
| 7 | NEIGHBORHOOD HEALTH PLAN OF RHODE ISLAND NEIGHBORHOOD HEALTH PLAN OF RHODE ISLAND 401K PLAN | SMITHFIELD RI | 672 | $63.8M | $675K |
| 8 | GABLES ENGINEERING, INC. GABLES ENGINEERING, INC. 401(K) PLAN | CORAL GABLES FL | 238 | $93.9M | $667K |
| 9 | TUBE PROCESSING CORP. TUBE PROCESSING CORP. EMPLOYEES' 401(K) SAVINGS PLAN | INDIANAPOLIS IN | 119 | $21.8M | $194K |
