Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding Vanguard Short-term Bond Index Adm in their Schedule of Assets, totaling $23.8M 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 | WOODFIN HEATING, INC. DOSWELL OPERATING GROUP 401(K) PLAN | RICHMOND VA | 1,053 | $43.1M | $3.6M |
| 2 | TRUSTEES OF LOCAL 649, IBEW SUPPLEMENTAL UNEMPLOYMENT BENEFIT WELFARE LOCAL 649, IBEW SUPPLEMENTAL UNEMPLOYMENT BENEFIT WELFARE FUND | ST. LOUIS MO | 609 | $8.9M | $2.8M |
| 3 | BOARD OF TRUSTEES OF THE WISCONSIN HEALTH FUND |
MILWAUKEE WI |
| 1,470 |
| $93.6M |
| $2.6M |
| 4 | SUTTER MEDICAL GROUP OF THE REDWOODS, INC. SUTTER MEDICAL GROUP OF THE REDWOODS, INC. 401(K) PROFIT SHARING PLAN | SANTA ROSA CA | 142 | $91.3M | $2.2M |
| 5 | UROLOGY CLINICS OF NORTH TEXAS, PLLC UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 358 | $71.5M | $2.1M |
| 6 | TRUSTEES OF IBEW 257-NECA INCOME SECURITY FUND IBEW 257-NECA INCOME SECURITY FUND | ST. LOUIS MO | 633 | $4.2M | $1.4M |
| 7 | DIPLOMA HOLDINGS, INC DIPLOMA HOLDINGS, INC. 401(K) PLAN | CLEARWATER FL | 582 | $33.5M | $1.1M |
| 8 | MARHOFER CHEVROLET INC. RON MARHOFER AUTO FAMILY 401(K) PLAN | STOW OH | 292 | $9.1M | $1.1M |
| 9 | THE RUDOLPH/LIBBE COMPANIES, INC THE RUDOLPH/LIBBE COMPANIES INC 401(K)/PROFIT SHARING PLAN | WALBRIDGE OH | 429 | $116.3M | $984K |
| 10 | HORIZON MEDICAL GROUP, PC HORIZON MEDICAL GROUP, PC 401K PROFIT SHARING PLAN AND TRUST | GOSHEN NY | 385 | $64.6M | $780K |
