Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding VGD INTERM TERM TRSY IDX ADM Registered Investment Company in their Schedule of Assets, totaling $60.0M 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 | COTY INC. COTY RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,009 | $449.6M | $11.0M |
| 2 | KIRTON MCCONKIE KIRTON MCCONKIE RETIREMENT PLAN | SALT LAKE CITY UT | 297 | $108.7M | $9.8M |
| 3 | THE BATON ROUGE CLINIC (A MEDICAL CORPORATION) THE BATON ROUGE CLINIC (A MEDICAL CORPORATION) 401(K) PROFIT SHARING PLAN |
BATON ROUGE LA |
| 605 |
| $191.8M |
| $5.8M |
| 4 | HANSON GROUP, INC. HANSON GROUP, INC. 401(K) PLAN | SPRINGFIELD IL | 496 | $132.6M | $3.9M |
| 5 | A.W. HOLDINGS LLC D/B/A BENCHMARK HUMAN SERVICES AWS 401(K) PROFIT SHARING PLAN | FORT WAYNE IN | 2,562 | $35.4M | $3.9M |
| 6 | KNOWN GLOBAL LLC KNOWN GLOBAL LLC 401(K) PLAN | NEW YORK NY | 206 | $37.6M | $3.3M |
| 7 | REDSTONE FEDERAL CREDIT UNION REDSTONE FEDERAL CREDIT UNION EMPLOYEES' SAVINGS & RETIREMENT PLAN & TRUST | HUNTSVILLE AL | 1,353 | $161.1M | $3.3M |
| 8 | UNITED ANESTHESIA SERVICES, P.C. UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN | PLYMOUTH MEETING PA | 472 | $200.0M | $2.4M |
| 9 | BALYASNY ASSET MANAGEMENT, L.P. BALYASNY ASSET MANAGEMENT 401(K) PLAN | CHICAGO IL | 1,393 | $263.0M | $2.3M |
| 10 | AGILIX SOLUTIONS, LLC AGILIX SOLUTIONS, LLC PROFIT SHARING PLAN | ST. LOUIS MO | 384 | $60.3M | $2.3M |
