Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Vanguard Short‐term Bond Index Fund Admiral Shares Mutual Fund in their Schedule of Assets, totaling $19.4M 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 | COPELAND, LP COPELAND EMPLOYEE SAVINGS INVESTMENT PLAN | ST. LOUIS MO | 4,162 | $570.2M | $10.6M |
| 2 | CITRIN COOPERMAN & COMPANY, LLP CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,949 | $292.0M | $1.7M |
| 3 | NOBLIS, INC. NOBLIS, INC. TAX SHELTERED ANNUITY PLAN |
RESTON VA |
| 2,575 |
| $533.2M |
| $1.6M |
| 4 | BERNHARD, LLC BERNHARD, LLC 401(K) PLAN | METAIRIE LA | 2,023 | $139.9M | $1.1M |
| 5 | MBI, INC. MBI, INC 401(K) PLAN | NORWALK CT | 317 | $64.7M | $859K |
| 6 | COLUMBIA ANESTHESIA GROUP PS COLUMBIA ANESTHESIA GROUP PS PROFIT SHARING PLAN | VANCOUVER WA | 69 | $67.1M | $691K |
| 7 | TOM TOM NORTH AMERICA TOM TOM NORTH AMERICA 401(K) PLAN | LEBANON NH | 178 | $91.2M | $629K |
| 8 | BOYD WATTERSON ASSET MANAGEMENT, LLC BOYD WATTERSON RETIREMENT PLAN | CLEVELAND OH | 127 | $31.1M | $527K |
| 9 | SMARTTHINGS, INC. SMARTTHINGS 401(K) PLAN | MOUNTAIN VIEW CA | 242 | $43.6M | $318K |
| 10 | VIRGINIA INDUSTRIES, INC. VIRGINIA INDUSTRIES RETIREMENT PLAN | ROCKY HILL CT | 21 | $9.2M | $304K |
