Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Vanguard Total Bond Market Index Fund N/R in their Schedule of Assets, totaling $79.6M 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 | LOGAN HEALTH LOGAN HEALTH RETIREMENT SAVINGS PLAN | KALISPELL MT | 4,345 | $500.4M | $22.1M |
| 2 | FISH & RICHARDSON P.C. FISH & RICHARDSON PROFIT SHARING - 401(K) PLAN | MINNEAPOLIS MN | 1,044 | $641.0M | $16.1M |
| 3 | BEVERAGE DISTRIBUTION CENTER, INC. BEVERAGE DISTRIBUTION SAVINGS PLAN |
PENNSAUKEN NJ |
| 1,335 |
| $205.7M |
| $15.7M |
| 4 | BT AMERICAS HOLDINGS INC. BT U.S. RETIREMENT SAVINGS PLAN 401(K) | DALLAS TX | 648 | $652.2M | $13.6M |
| 5 | MOUNT NITTANY MEDICAL CENTER MOUNT NITTANY MEDICAL CENTER 403(B) PLAN | STATE COLLEGE PA | 2,590 | $165.8M | $4.8M |
| 6 | R M PALMER COMPANY LLC R M PALMER COMPANY INVESTMENT OPPORTUNITY PLAN | WEST READING PA | 626 | $50.6M | $1.7M |
| 7 | R M PALMER COMPANY R M PALMER COMPANY INVESTMENT OPPORTUNITY PLAN | WEST READING PA | 587 | $46.7M | $1.6M |
| 8 | REALM IDX, INC. REALM IDX, INC. 401(K) PLAN | ALISO VIEJO CA | 1,135 | $106.2M | $1.4M |
| 9 | ANTONIO ORIGLIO, INC. ANTONIO ORIGLIO, INC. PROFIT SHARING PLAN | PHILADELPHIA PA | 260 | $59.2M | $1.4M |
| 10 | AMBRY GENETICS CORPORATION AMBRY GENETICS 401(K) PLAN | ALISO VIEJO CA | 840 | $109.1M | $1.1M |
