Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Vanguard Short-Term Bond Index Mutual fund in their Schedule of Assets, totaling $40.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHEAST GEORGIA HEALTH SYSTEM, INC. NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE GA | 11,682 | $847.5M | $16.2M |
| 2 | MERIDIAN COOPERATIVE, INC. MERIDIAN COOPERATIVE SAVINGS PLAN | ATLANTA GA | 551 | $109.3M | $9.1M |
| 3 | THALES USA, INC. |
ARLINGTON VA |
| 8 |
| $10.2M |
| $4.7M |
| 4 | THALES USA, INC. RETIREMENT PLAN OF THALES ATM, INC. | ARLINGTON VA | 10 | $8.1M | $3.4M |
| 5 | PLIANT, LLC BERRY GLOBAL, INC. DEFINED BENEFIT PENSION PLAN | EVANSVILLE IN | 479 | $227.1M | $2.5M |
| 6 | PRIMARY RESIDENTIAL MORTGAGE, INC. PRIMARY RESIDENTIAL MORTGAGE, INC. 401(K) PLAN | SALT LAKE CITY UT | 1,066 | $81.7M | $1.3M |
| 7 | CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST | ALBANY NY | 384 | $66.8M | $1.1M |
| 8 | NATIONAL BANK OF CANADA NATIONAL BANK OF CANADA 401(K) PLAN | NEW YORK NY | 300 | $68.9M | $742K |
| 9 | KERR GROUP, LLC KERR GROUP, INC. RETIREMENT INCOME PLAN I | EVANSVILLE IN | 0 | $12.0M | $493K |
| 10 | ZILLIANT, INC. ZILLIANT, INC. 401K PLAN | AUSTIN TX | 159 | $24.6M | $317K |
