Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard Short‐Term Bond Index in their Schedule of Assets, totaling $50.0M 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 | COOLEY LLP COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 2,641 | $1.3B | $14.0M |
| 2 | VETERINARY PRACTICE PARTNERS, LLC VETERINARY PRACTICE PARTNERS, LLC 401(K) PLAN | KING OF PRUSSIA PA | 3,224 | $69.6M | $13.0M |
| 3 | TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. |
DENVER CO |
| 1,181 |
| $279.0M |
| $4.9M |
| 4 | ADAMS STREET PARTNERS, LLC ADAMS STREET PARTNERS, LLC SAVINGS INCENTIVE PLAN | CHICAGO IL | 264 | $243.2M | $3.1M |
| 5 | BOARD OF TRUSTEES SOUTHERN CALIFORNIA PLASTERING INSTITUTE SOUTHERN CALIFORNIA PLASTERING INSTITUTE PENSION TRUST FUND | COVINA CA | 425 | $100.1M | $2.8M |
| 6 | MEDIATEK USA INC. MEDIATEK USA 401(K) PLAN | SAN JOSE CA | 757 | $274.4M | $2.1M |
| 7 | THALES DEFENSE & SECURITY, INC. THALES COMMUNICATIONS PENSION PLAN | CLARKSBURG MD | 40 | $8.8M | $1.8M |
| 8 | BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC. GUIDEWELL MUTUAL HOLDING CORPORATION, INC. RETIREE GROUP BENEFIT PLAN | JACKSONVILLE FL | 0 | $121.9M | $1.6M |
| 9 | BOARD OF TRUSTEES OF CALIFORNIA TEACHERS ASSOCIATION EMPLOYEES HEAL CALIFORNIA TEACHERS ASSOCIATION EMPLOYEES HEALTH AND WELFARE BENEFITS TRUST | STOCKTON CA | 482 | $21.0M | $1.6M |
| 10 | UNITED ASSN OF PLUMBERS AND STEAMFITTERS 521 PENSION FD UNITED ASSN OF PLUMBERS AND STEAMFITTERS 521 PENSION FUND | ONA WV | 139 | $33.6M | $1.4M |