Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Vanguard Short‐Term Inflation‐Protected Securities ETF in their Schedule of Assets, totaling $428K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BETTERMENT HOLDINGS, INC BETTERMENT 401(K) SAVINGS PLAN | NEW YORK NY | 503 | $89.4M | $61K |
| 2 | EIGHT ELEVEN GROUP, LLC. EIGHT ELEVEN GROUP, LLC. 401(K) PROFIT SHARING TRUST | INDIANAPOLIS IN | 4,241 | $96.0M | $47K |
| 3 | GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN |
WALNUT CREEK CA |
| 431 |
| $109.4M |
| $39K |
| 4 | CATALIST, LLC CATALIST, LLC 401(K) PLAN | WASHINGTON DC | 74 | $11.4M | $37K |
| 5 | AVALON ADMINISTRATIVE SERVICES, LLC AVALON ADMINISTRATIVE SERVICES, LLC 401(K) PLAN | TAMPA FL | 242 | $14.6M | $29K |
| 6 | PLATFORM SCIENCE, INC. PLATFORM SCIENCE, INC. 401(K) PLAN | SAN DIEGO CA | 318 | $24.0M | $28K |
| 7 | REV.COM, INC. REV.COM, INC. 401(K) PLAN | AUSTIN TX | 127 | $13.5M | $25K |
| 8 | BITLY, INC. BITLY 401(K) PLAN | NEW YORK NY | 173 | $22.4M | $24K |
| 9 | FIF ST GEORGE LLC INFOWEST, INC 401(K) PLAN | ST GEORGE UT | 108 | $2.7M | $23K |
| 10 | GREENSKIES CLEAN ENERGY GREENSKIES 401(K) PLAN | NORTH HAVEN CT | 97 | $6.1M | $18K |
