Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Short-Term Corp Bond Index Fund in their Schedule of Assets, totaling $8.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF THE HEARTLAND HEALTH AND WELLNESS FUND HEARTLAND HEALTH AND WELLNESS FUND | DAYTON OH | 48,345 | $40.9M | $8.3M |
| 2 | THE BEAR CREEK SCHOOL BEAR CREEK SCHOOL 403B RETIREMENT PLAN | REDMOND WA | 307 | $14.2M | $65K |
| 3 | FIDUCIARY WISE, LLC FBO PSN SERVICES, LLC |
GILBERT AZ |
| 806 |
| $11.8M |
| $3K |
| 4 | PUERTO RICO TELEPHONE COMPANY, INC. CLARO PUERTO RICO EMPLOYEES SAVINGS PLAN | SAN JUAN PR | 3,173 | $1.5M | $877 |
