Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard Total Bond Market Index Fund Investor Shares in their Schedule of Assets, totaling $4.2M 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 | IKE GROUP INC. IKE GROUP INC. 401(K) PROFIT SHARING PLAN | HONOLULU HI | 78 | $44.1M | $1.8M |
| 2 | RUFFOLO, HOOPER & ASSOCIATES, MDPA RHA 401(K) PROFIT SHARING PLAN | TAMPA FL | 124 | $45.4M | $1.1M |
| 3 | FIRST BANK SAVINGS PLAN FOR EMPLOYEES OF FIRST BANK |
KETCHIKAN AK |
| 131 |
| $22.9M |
| $686K |
| 4 | VERNON E. FAULCONER, INC. VERNON E. FAULCONER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | TYLER TX | 99 | $18.7M | $619K |