Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Short-Term Bond Index Fund Institutional Shares Registered investment company in their Schedule of Assets, totaling $111.3M 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 | NEW YORK UNIVERSITY NEW YORK UNIVERSITY RETIREMENT PLAN FOR MEMBERS OF THE FACULTY, PROFESSIONAL RESEARCH STAFF AND ADMINISTRATION | NEW YORK NY | 10,895 | $5.4B | $55.2M |
| 2 | THOMSON REUTERS HOLDINGS INC. THOMSON REUTERS 401(K) SAVINGS PLAN | EAGAN MN | 8,130 | $4.5B | $36.5M |
| 3 | NEW YORK UNIVERSITY |
NEW YORK NY |
| 12,000 |
| $1.3B |
| $16.1M |
| 4 | REUTERS AMERICA LLC REUTERS GUILD 401(K) PENSION PLAN | NEW YORK NY | 371 | $234.7M | $3.5M |
| 5 | NEW YORK UNIVERSITY LOCAL ONE SECURITY OFFICERS UNION MONEY PURCHASE PENSION PLAN | NEW YORK NY | 131 | $8.0M | $71K |
