Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Vanguard Short-Term Federal Fund Investor Shares Mutual Fund in their Schedule of Assets, totaling $276K 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 | LEWIS & ELLIS, LLC LEWIS & ELLIS, LLC PROFIT SHARING PLAN | PLANO TX | 111 | $73.6M | $272K |
| 2 | MMS HOLDINGS INC. MMS HOLDINGS INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON MI | 145 | $13.7M | $4K |
