Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Vanguard Total Bd Mkt Index Instl in their Schedule of Assets, totaling $205.0M 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 | 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 | BODYCOTE IMT, INC. THE BODYCOTE INTERNATIONAL, INC. RETIREMENT PLAN | DALLAS TX | 1,020 | $140.1M | $7.9M |
| 6 | ENDURANCE U.S. HOLDINGS CORP. ENDURANCE 401K PLAN | ALPHARETTA GA | 2,825 | $662.7M | $6.6M |
| 7 | ASCENT AEROSPACE HOLDINGS, LLC ASCENT AEROSPACE HOLDINGS, LLC 401(K) PLAN | MACOMB TOWNSHIP MI | 491 | $90.2M | $6.5M |
| 8 | CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC. CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION 403B PLAN | MALDEN MA | 564 | $245.2M | $5.8M |
| 9 | L & L PRODUCTS, INC. L & L PRODUCTS EMPLOYEES' PROFIT SHARING PLAN AND TRUST | ROMEO MI | 568 | $185.8M | $5.5M |
| 10 | PAUL MUELLER COMPANY PAUL MUELLER COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | SPRINGFIELD MO | 744 | $69.8M | $5.4M |
