Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Vanguard Short-Term Federal Admiral Mutual fund in their Schedule of Assets, totaling $8.7M 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 | AAA NORTHERN CALIFORNIA, NEVADA & UTAH AAA NCNU 401(K) PLAN | WALNUT CREEK CA | 5,300 | $762.7M | $3.6M |
| 2 | GOLDBERG LINDSAY & CO. LLC GOLDBERG LINDSAY & CO. LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 57 | $61.8M | $1.6M |
| 3 | ADAMS ELECTRIC COMPANY, INC. ADAMS ELECTRIC COMPANY, INC. 401(K) RETIREMENT PLAN |
GREENSBORO NC |
| 583 |
| $13.6M |
| $1.1M |
| 4 | THE S2 HR GROUP, LLC ENGAGE PEO RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 30,449 | $1.0B | $1.1M |
| 5 | GORHAM SAVINGS BANK GORHAM SAVINGS BANK 401(K) INCENTIVE SAVINGS PLAN | GORHAM ME | 199 | $37.5M | $619K |
| 6 | REAL BENEFITS GROUP, INC. ALIAT RETIREMENT SAVINGS PLAN | TIGARD OR | 770 | $5.7M | $291K |
| 7 | DMB SPORTS CLUBS LIMITED PARTNERSHIP DMB SPORTS CLUBS LTD PARTNERSHIP EMPLOYEE SAVINGS TRUST | PHOENIX AZ | 275 | $19.3M | $177K |
| 8 | NAVVIS & COMPANY NAVVIS & COMPANY 401(K) PLAN | ST. LOUIS MO | 237 | $27.4M | $143K |
| 9 | MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC MAUNE RAICHLE HARTLEY FRENCH & MUDD, LLC 401(K) PLAN | SAINT LOUIS MO | 243 | $25.4M | $67K |
| 10 | PRICE EDWARDS & COMPANY PRICE EDWARDS & COMPANY SAVINGS & RETIREMENT PLAN | OKLAHOMA CITY OK | 115 | $15.3M | $48K |
