Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding VANGUARD SH-TM INV;ADM MUTUAL FUNDS in their Schedule of Assets, totaling $384K 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 | SOUTHVIEW MEDICAL GROUP, P.C. SOUTHVIEW MEDICAL GROUP, P. C. 401(K) PLAN | BIRMINGHAM AL | 227 | $52.9M | $298K |
| 2 | QUANTUM METRIC INC QUANTUM METRIC 401(K) PLAN | COLORADO SPRINGS CO | 346 | $26.7M | $56K |
| 3 | SPRINGFIELD ANESTHESIA SERVICE, INC SPRINGFIELD ANESTHESIA SERVICE, INC. 401(K) SAVINGS PLAN |
WEST SPRINGFIELD MA |
| 16 |
| $80.3M |
| $30K |
