Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding VGD INTMDT-TERM TRS IDX INSTL Registered Investment Company in their Schedule of Assets, totaling $31.6M 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 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $9.7M |
| 2 | HNTB HOLDINGS LTD. HNTB RETIREMENT AND SAVINGS PLAN | KANSAS CITY MO | 6,881 | $623.0M | $5.6M |
| 3 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN |
CARLSBAD CA |
| 2,434 |
| $168.7M |
| $5.6M |
| 4 | BERGELECTRIC CORPORATION BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN | CARLSBAD CA | 1,984 | $138.2M | $5.0M |
| 5 | PENNSYLVANIA STATE EMPLOYEES CREDIT UNION PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 401(K) RETIREMENT PLAN | HARRISBURG PA | 841 | $187.1M | $4.0M |
| 6 | HNTB HOLDINGS LTD. HNTB OWNERSHIP PLAN | KANSAS CITY MO | 6,881 | $2.2B | $1.7M |
