Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Vanguard Short-Term Bond Index Fund Mutual fund in their Schedule of Assets, totaling $54.3M 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 | GIBSON, DUNN & CRUTCHER LLP GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN | LOS ANGELES CA | 2,800 | $1.5B | $17.8M |
| 2 | PIPELINE INDUSTRY 401(K) FUND PIPELINE INDUSTRY ANNUITY 401(K) TRUST | TULSA OK | 2,034 | $340.4M | $14.2M |
| 3 | C. J. COAKLEY CO., INC. C. J. COAKLEY CO., INC. 401(K) & DAVIS BACON PLAN |
FAIRFAX VA |
| 330 |
| $25.3M |
| $3.3M |
| 4 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $3.3M |
| 5 | BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL 36 PIPE TRADES DISTRICT COUNCIL 36 HEALTH AND WELFARE TRUST FUND | ALAMEDA CA | 1,042 | $63.3M | $2.5M |
| 6 | ARCLIN USA LLC ARCLIN RETIREMENT PLAN | ALPHARETTA GA | 34 | $47.5M | $2.4M |
| 7 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,408 | $369.8M | $1.9M |
| 8 | PULMONARY PHYSICIANS OF SOUTH FLORIDA, LLC PULMONARY PHYSICIANS OF SOUTH FLORIDA, LLC,PROFIT SHARING PLAN | MIAMI FL | 140 | $33.3M | $1.4M |
| 9 | HRC FERTILITY MANAGEMENT, LLC HRC FERTILITY MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | PASADENA CA | 230 | $31.9M | $694K |
| 10 | PERSONALIS, INC. PERSONALIS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FREMONT CA | 225 | $34.5M | $686K |
