Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard Intermediate-Term Investment-Grade Fund in their Schedule of Assets, totaling $59.0M 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 | TRANSOCEAN INTERNATIONAL LIMITED TRANSOCEAN U.S. RETIREMENT PLAN | — | 854 | $1.2B | $58.9M |
| 2 | BEAVERTON TOYOTA, INC. HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN | BEAVERTON OR | 170 | $15.5M | $92K |
| 3 | AVOX SYSTEMS, INC. AVOX SYSTEMS RETIREMENT SAVINGS PLAN |
LANCASTER NY |
| 153 |
| $4.9M |
| $13K |
| 4 | BALBOA NEPHROLOGY MEDICAL GROUP, INC. BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT-SHARING PLAN | LA JOLLA CA | 171 | $45.3M | $12K |
