Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Vanguard Short-Term Bond Index Inv Vanguard 0 in their Schedule of Assets, totaling $3.3M 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 | SURGENT MCCOY CPE, LLC SURGENT MCCOY CPE, LLC 401(K) PLAN | RADNOR PA | 186 | $17.8M | $1.2M |
| 2 | INDUSTRIAL SALES & MANUFACTURING, INC. INDUSTRIAL SALES & MANUFACTURING, INC. PROFIT SHARING PLAN | ERIE PA | 144 | $21.9M | $492K |
| 3 | REAL-TIME INNOVATIONS, INC. REAL-TIME INNOVATIONS, INC. 401(K) PLAN |
SUNNYVALE CA |
| 170 |
| $46.9M |
| $435K |
| 4 | UNITEX TEXTILE SERVICES LLC UNITEX TEXTILE SERVICES LLC 401(K) PLAN | ELMSFORD NY | 303 | $43.1M | $386K |
| 5 | NAME BRANDS, INC. NAME BRANDS, INC EMPLOYEES PROFIT SHARING PLAN | TULSA OK | 169 | $25.0M | $295K |
| 6 | STACH & LIU, LLC STACH & LIU, LLC. 401(K) PLAN | PHOENIX AZ | 234 | $29.7M | $98K |
| 7 | SANDALWOOD MANAGEMENT, INC. SANDALWOOD MANAGEMENT, INC. 401(K) PLAN | AUSTIN TX | 204 | $4.1M | $90K |
| 8 | ORC INDUSTRIES, INC. ORC INDUSTRIES, INC. RETIREMENT AND SAVINGS PLAN | LA CROSSE WI | 253 | $5.7M | $79K |
| 9 | HEALTHCARE PERFORMANCE GROUP, INC. HPG 401(K) RETIREMENT PLAN | COLWICH KS | 83 | $26.4M | $50K |
| 10 | MYCO MECHANICAL, INC. MYCO MECHANICAL, INC. 401(K) RETIREMENT PLAN | TELFORD PA | 202 | $40.8M | $42K |
