Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Short-Term Bond Idx Adm Registered Investment Company in their Schedule of Assets, totaling $1.1M 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 | MODERA WEALTH MANAGEMENT, LLC MODERA WEALTH MANAGEMENT, LLC 401(K) PLAN | WESTWOOD NJ | 215 | $38.0M | $555K |
| 2 | HURT & PROFFITT, INC. HURT & PROFFITT, INC. 401(K) PROFIT SHARING PLAN | LYNCHBURG VA | 174 | $15.9M | $190K |
| 3 | FLANAGAN STATE BANK FLANAGAN STATE BANK PROFIT SHARING PLAN & TRUST |
FLANAGAN IL |
| 118 |
| $14.7M |
| $82K |
| 4 | GENETEC USA, INC. GENETEC USA, INC. 401(K) PLAN | — | 218 | $26.6M | $61K |
| 5 | MIDWEST ALARM COMPANY, INC. MIDWEST ALARM COMPANY INC. 401(K) PLAN | SIOUX FALLS SD | 450 | $8.1M | $54K |
| 6 | PROFILE INDUSTRIAL PACKAGING, INC. PROFILE INDUSTRIAL PACKAGING, INC. EMPLOYEES SAVINGS 401(K) PLAN | GRAND RAPIDS MI | 121 | $4.7M | $52K |
| 7 | ARISE VIRTUAL SOLUTIONS INC. ARISE VIRTUAL SOLUTIONS INC. 401(K) PLAN | MIRAMAR FL | 190 | $20.3M | $50K |
| 8 | PEDIATRIC & FAMILY MEDICAL CENTER DBA EISNER HEALTH PEDIATRIC & FAMILY MEDICAL CENTER DBA EISNER HEALTH 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 429 | $28.3M | $15K |
| 9 | SIYEH DEVELOPMENT CORPORATION SIYEH DEVELOPMENT CORPORATION 401(K) PLAN | BROWNING MT | 218 | $3.2M | $14K |
| 10 | THE LIFETIME VALUE CO. LLC THE LIFETIME VALUE CO., LLC RETIREMENT TRUST | NEW YORK NY | 144 | $20.7M | $13K |
