Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Vanguard Total Bd Mkt Index Instl in their Schedule of Assets, totaling $238.2M 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 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $86.7M |
| 2 | STO BUILDING GROUP, INC. STRUCTURE TONE ORGANIZATION 401K PLAN | NEW YORK NY | 1,549 | $402.3M | $32.3M |
| 3 | LEE HEALTH SYSTEM, INC. |
FORT MYERS FL |
| 17,223 |
| $1.3B |
| $22.0M |
| 4 | TRINITY HEALTH TRINIPLUS RETIREMENT PLAN | MINOT ND | 2,366 | $407.3M | $11.3M |
| 5 | WILSONART LLC WILSONART SAVINGS & INVESTMENT PLAN | AUSTIN TX | 2,469 | $330.8M | $9.1M |
| 6 | BODYCOTE IMT, INC. THE BODYCOTE INTERNATIONAL, INC. RETIREMENT PLAN | DALLAS TX | 1,020 | $140.1M | $7.9M |
| 7 | STAMFORD HEALTH, INC. STAMFORD HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT PLAN | STAMFORD CT | 3,969 | $504.5M | $6.8M |
| 8 | ENDURANCE U.S. HOLDINGS CORP. ENDURANCE 401K PLAN | ALPHARETTA GA | 2,825 | $662.7M | $6.6M |
| 9 | ASCENT AEROSPACE HOLDINGS, LLC ASCENT AEROSPACE HOLDINGS, LLC 401(K) PLAN | MACOMB TOWNSHIP MI | 491 | $90.2M | $6.5M |
| 10 | GOLDEN GATE UNIVERSITY GOLDEN GATE UNIVERSITY RETIREMENT PLAN | SAN FRANCISCO CA | 238 | $87.6M | $5.9M |
