Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VG TL INTL BD IDX AD in their Schedule of Assets, totaling $1000K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BI WORLDWIDE BI WORLDWIDE SAVINGS PLAN | EDINA MN | 1,076 | $299.7M | $540K |
| 2 | MCKINLEY PAPER WI COMPANY MCKINLEY PAPER WISCONSIN MILL 401(K) PLAN | COMBINED LOCKS WI | 321 | $28.7M | $247K |
| 3 | CONNECTWISE, LLC. CONNECTWISE, LLC. 401(K) PLAN |
| 1,268 |
| $123.0M |
| $158K |
| 4 | ROBERT J. YOUNG COMPANY, INC. R. J. YOUNG PROFIT SHARING PLAN | NASHVILLE TN | 680 | $68.1M | $55K |
