Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Vgd LT Inv-Grade Bond Adm Fund in their Schedule of Assets, totaling $25.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEWMARK GROUP, INC. NEWMARK 401(K) PLAN | NEW YORK NY | 3,520 | $284.8M | $10.1M |
| 2 | GEA FARM TECHNOLOGIES, INC. BABSON BROS. CO. PENSION PLAN | ROMEOVILLE IL | 34 | $21.7M | $6.5M |
| 3 | GEA NORTH AMERICA, INC. MG RETIREMENT PLAN | COLUMBIA |
| 0 |
| $11.5M |
| $3.3M |
| 4 | PEREZ TRADING COMPANY, INC. PEREZ TRADING COMPANY, INC. 401(K) SAVINGS PLAN | MIAMI FL | 133 | $20.7M | $3.0M |
| 5 | MORSELIFE INC. MORSELIFE TAX DEFERRED ANNUITY PLAN | WEST PALM BEACH FL | 1,307 | $25.9M | $1.7M |
| 6 | PIEDMONT TRIAD ANESTHESIA PA PIEDMONT TRIAD ANESTHESIA RETIREMENT PLAN | WINSTON SALEM NC | 65 | $40.6M | $482K |
| 7 | J.R. BALSAN, INC. DBA JOHNSTONE SUPPLY J.R. BALSAN, INC. RETIREMENT SAVINGS PLAN | DOWNINGTOWN PA | 177 | $10.4M | $147K |