Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Short-Term BD Idx Adm Registered Investment Company in their Schedule of Assets, totaling $20.5M 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 | MERIDIAN COOPERATIVE, INC. MERIDIAN COOPERATIVE SAVINGS PLAN | ATLANTA GA | 551 | $109.3M | $9.1M |
| 2 | PENNSYLVANIA STATE EMPLOYEES CREDIT UNION PENNSYLVANIA STATE EMPLOYEES CREDIT UNION 401(K) RETIREMENT PLAN | HARRISBURG PA | 841 | $187.1M | $3.1M |
| 3 | TRELLEBORG CORPORATION |
NORTHVILLE MI |
| 3,110 |
| $322.2M |
| $2.9M |
| 4 | HARNESS, DICKEY & PIERCE, PLC HARNESS, DICKEY & PIERCE 401K PROFIT SHARING PLAN | TROY MI | 273 | $162.4M | $1.9M |
| 5 | LMI AEROSPACE, INC. LMI AEROSPACE, INC. PROFIT SHARING AND SAVINGS PLAN AND TRUST | ST CHARLES MO | 1,218 | $89.3M | $1.1M |
| 6 | COLLIERS MORTGAGE HOLDINGS LLC COLLIERS MORTGAGE HOLDINGS LLC EMPLOYEE 401(K) PLAN | MINNEAPOLIS MN | 330 | $90.2M | $1.1M |
| 7 | CLEVELAND GUARDIANS BASEBALL COMPANY, LLC THE CLEVELAND GUARDIANS 401(K) PLAN | CLEVELAND OH | 3,100 | $60.9M | $400K |
| 8 | YOKOHAMA TWS NORTH AMERICA, INC. YOKOHAMA TWS NORTH AMERICA, INC. SAVINGS PLAN | WAKEFIELD MA | 356 | $24.3M | $332K |
| 9 | SMARTTHINGS, INC. SMARTTHINGS 401(K) PLAN | MOUNTAIN VIEW CA | 242 | $43.6M | $318K |
| 10 | GRADIENT FINANCIAL GROUP LLC GRADIENT FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | ARDEN HILLS MN | 312 | $20.5M | $120K |
