Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Inflation Protected in their Schedule of Assets, totaling $2.5M 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 | THE JEWISH FEDERATIONS OF NORTH AMERICA RETIREMENT PLAN OF THE JEWISH FEDERATIONS OF NORTH AMERICA | NEW YORK NY | 21 | $19.5M | $599K |
| 2 | SHUTTS & BOWEN LLP SHUTTS & BOWEN LLP 401(K) PROFIT SHARING PLAN (A) | MIAMI FL | 354 | $169.1M | $507K |
| 3 | ALORICA, INC. ALORICA 401(K) RETIREMENT PLAN |
IRVINE CA |
| 17,563 |
| $146.5M |
| $487K |
| 4 | HOME BANCSHARES, INC. HOME BANCSHARES, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | CONWAY AR | 2,574 | $150.3M | $482K |
| 5 | VISIONARY PRACTICE MANAGEMENT SERVICES LLC VISIONARY PRACTICE MANAGEMENT SERVICES LLC 401(K) RETIREMENT PLAN | TYLER TX | 232 | $17.3M | $167K |
| 6 | CHARLES L HEATON, MD. PA HEATON EYE ASSOCIATES RETIREMENT PLAN | TYLER TX | 214 | $14.9M | $144K |
| 7 | ROYAL REALTY CORPORATION ROYAL REALTY CORPORATION EMPLOYEES 401(K) PLAN | NEW YORK NY | 324 | $81.9M | $107K |
| 8 | SHUTTS & BOWEN LLP SHUTTS & BOWEN, LLP 401(K) PROFIT SHARING PLAN (B) | MIAMI FL | 196 | $45.5M | $42K |
