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 Registered investment company in their Schedule of Assets, totaling $878K 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 | U.S. ORAL SURGERY MANAGEMENT, LLC U.S. ORAL SURGERY MANAGEMENT, LLC RETIREMENT PLAN | IRVING TX | 2,450 | $237.9M | $423K |
| 2 | REALSELF, INC. REALSELF, INC 401(K) RETIREMENT PLAN | SEATTLE WA | 25 | $18.5M | $247K |
| 3 | MITSUBISHI HC CAPITAL AMERICA, INC. MITSUBISHI HC CAPITAL AMERICA, INC. 401(K) PLAN |
NORWALK CT |
| 664 |
| $151.5M |
| $131K |
| 4 | PACIFIC COAST BANKERS' BANCSHARES PACIFIC COAST BANKERS' BANCSHARES 401(K) SAVINGS PLAN | WALNUT CREEK CA | 119 | $21.2M | $78K |
