Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Group Vanguard Short-Term Investment-Grade Fund Admiral Shares in their Schedule of Assets, totaling $1.0M 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 | LAKE FOREST ACADEMY LAKE FOREST ACADEMY DEFINED CONTRIBUTION PLAN | LAKE FOREST IL | 164 | $43.8M | $603K |
| 2 | SKYWAY UNDERWRITERS, LLC AMERICAN COASTAL 401K PLAN | ST. PETERSBURG FL | 79 | $24.5M | $348K |
| 3 | UNITED INSURANCE MANAGEMENT, LC UNITED INSURANCE MANAGEMENT, LC 401(K) PROFIT SHARING PLAN |
ST. PETERSBURG FL |
| 70 |
| $22.2M |
| $68K |
