Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Short-Term Bond Index Admiral Fund Registered investment company in their Schedule of Assets, totaling $7.2M 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 | SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUITY PLAN | SANTA CLARA CA | 1,835 | $459.6M | $4.6M |
| 2 | SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA CLARA CA | 1,842 | $520.4M | $2.6M |
| 3 | INSTRUMENT TRANSFORMERS, LLC |
CLEARWATER FL |
| 579 |
| $28.9M |
| $15K |
