Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Short Term Bd Index Fd Adm in their Schedule of Assets, totaling $896K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHERN STATES, LLC SOUTHERN STATES, LLC SALARIED EMPLOYEES' RETIREMENT PLAN | HAMPTON GA | 23 | $14.1M | $482K |
| 2 | CASCADE UTILITIES, INC. CASCADE UTILITIES, INC. AND AFFILIATED COMPANIES SALARY SAVINGS PLAN | ESTACADA OR | 612 | $35.9M | $234K |
| 3 | SOUTHERN STATES, LLC |
HAMPTON GA |
| 30 |
| $4.1M |
| $156K |
| 4 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $24K |
