Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Intermediate- Term Treasury in their Schedule of Assets, totaling $7.4M 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 | MCDONALD HOPKINS LLC MCDONALD HOPKINS LLC PROFIT SHARING PLAN | CLEVELAND OH | 295 | $125.3M | $6.6M |
| 2 | SILVERCREST ASSET MANAGEMENT GROUP LLC SILVERCREST ASSET MANAGEMENT GROUP LLC 401(K) PLAN | NEW YORK NY | 159 | $60.6M | $761K |
| 3 | KIMRAD TRANSPORT, LP KIMRAD TRANSPORT 401(K) PLAN |
AMARILLO TX |
| 163 |
| $6.7M |
| $15K |