Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Vanguard Vanguard Interm-Term Treasury Adm in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $911K |
| 2 | LEE FP, INC. DBA CYPRESS LIVING CYPRESS 401(K) PLAN | FORT MYERS FL | 547 | $13.7M | $478K |
| 3 | EXECUTIVE DIRECTOR, INC. EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN |
MILWAUKEE WI |
| 313 |
| $30.5M |
| $263K |
| 4 | THE COLORADO HEALTH FOUNDATION THE COLORADO HEALTH FOUNDATION 401(K) RETIREMENT PLAN | DENVER CO | 69 | $28.6M | $66K |
| 5 | VILLA ESPERANZA SERVICES VILLA ESPERANZA 403(B) RETIREMENT SAVINGS PLAN | PASADENA CA | 329 | $7.6M | $58K |
| 6 | PZENA INVESTMENT MANAGEMENT, LLC PZENA INVESTMENT MANAGEMENT, LLC 401(K) PLAN | NEW YORK NY | 142 | $51.6M | $50K |
| 7 | BONACIO CONSTRUCTION CO. INC. BONACIO CONSTRUCTION 401(K) PLAN | SARATOGA SPRINGS NY | 185 | $11.9M | $46K |
| 8 | NEWPORT GROUP, INC. RETIREMENT GROUP POOLED EMPLOYER PLAN | FOLSOM CA | 739 | $13.6M | $12K |
