Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 46 retirement plans report an interest in this investment, totaling $2.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Vanguard Short-term Bond Index, Vanguard Short Term Bond Index, Vanguard Short - Term Bond Index. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CHILDREN'S DENTAL ASSOCIATES OF MEDFORD AND WESTFORD, P.C. CHILDREN'S DENTAL ASSOCIATES PROFIT SHARING PLAN | MEDFORD MA | 19 | — | $586K |
| 2 | WESTCOAST ROOF CONSULTING, INC. WESTCOAST ROOF CONSULTING, INC., CASH BALANCE PLAN | COSTA MESA CA | 15 | — | $529K |
| 3 | AFFILIATED PATHOLOGISTS MEDICAL GROUP, INC. AFFILIATED PATHOLOGISTS MEDICAL GROUP 401(K) PLAN | RANCHO DOMINGUEZ CA | 91 | — | $462K |
| 4 | PANHANDLE ANESTHESIOLOGY ASSOCIATES, P.A. PANHANDLE ANESTHESIOLOGY ASSOCIATES 401(K) | PENSACOLA FL | 96 | $48.6M | $257K |
| 5 | YOUNGSTOWN ORTHOPAEDIC ASSOCIATES, LTD YOUNGSTOWN ORTHOPAEDIC ASSOCIATES LTD 401(K) PROFIT SHARING PLAN | YOUNGSTOWN OH | 105 | $28.7M | $236K |
| 6 | KRETEK INTERNATIONAL, INC. KRETEK INTERNATIONAL, INC. 401K PROFIT SHARING PLAN | MOORPARK CA | 160 | $12.3M | $85K |
| 7 | WESTERLAY ORCHIDS, L.P. WESTERLAY ORCHIDS, L.P. 401(K) PLAN | CARPINTERIA CA | 108 | — | $75K |
| 8 | GOLD BEACH LUMBER YARD, INC. GOLD BEACH LUMBER YARD, INC. 401K PROFIT SHARING PLAN | GOLD BEACH OR | 92 | — | $74K |
| 9 | STERN, KORY, SREDEN & MORGAN, AN ACCOUNTANCY CORPORATION STERN, KORY, SREDEN & MORGAN 401(K) PROFIT SHARING PLAN | STEVENSON RANCH CA | 23 | — | $58K |
| 10 | CYNTERGY AEC LLC CYNTERGY AEC, LLC PROFIT SHARING 401(K) PLAN | TULSA OK | 173 | $15.4M | $54K |
