Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Vanguard Short-Term Federal Mutual fund in their Schedule of Assets, totaling $12.6M 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 | BROWN DISTRIBUTING COMPANY, LTD 401(K) PLAN FOR BROWN DISTRIBUTING COMPANY, LTD | AUSTIN TX | 448 | $38.6M | $4.4M |
| 2 | TALBERT HOUSE TALBERT HOUSE 403(B) PLAN | CINCINNATI OH | 815 | $31.4M | $4.0M |
| 3 | LENDERS PROTECTION, LLC THE LENDERS PROTECTION EMPLOYEE 401(K) PLAN |
AUSTIN TX |
| 203 |
| $16.0M |
| $1.3M |
| 4 | EMPRISE BANK EMPRISE BANK 401(K) PLAN | WICHITA KS | 467 | $49.9M | $1.2M |
| 5 | STEINWAY MUSICAL INSTRUMENTS, INC. SAVINGS PLAN FOR EMPLOYEES OF STEINWAY MUSICAL INSTRUMENTS, INC. AND SUBSIDIARIES | ASTORIA NY | 187 | $47.6M | $797K |
| 6 | THOMASVILLE NATIONAL BANK THOMASVILLE NATIONAL BANK 401(K) PROFIT SHARING PLAN | THOMASVILLE GA | 127 | $33.4M | $537K |
| 7 | TMP TECHNOLOGIES, INC. TMP TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 170 | $17.5M | $264K |
| 8 | FENTON COMMUNICATIONS, INC. FENTON COMMUNICATIONS, INC. 401(K) PLAN | NEW YORK NY | 96 | $8.2M | $12K |
| 9 | INDEPENDENT OPTIONS, INC. INDEPENDENT OPTIONS, INC. PROFIT SHARING 401(K) PLAN | CORONA CA | 366 | $8.0M | $1K |
