Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 107 U.S. retirement plans report holding Vanguard Short term Inv Gr Adm in their Schedule of Assets, totaling $27.8M 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 | LIPSITZ GREEN SCIME CAMBRIA, LLP LIPSITZ GREEN SCIME CAMBRIA, LLP 401(K) PLAN | BUFFALO NY | 129 | $81.4M | $2.5M |
| 2 | WALLACE, MONTGOMERY & ASSOCIATES WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 223 | $44.8M | $2.4M |
| 3 | ASK CHEMICALS, LLC |
DUBLIN OH |
| 219 |
| $59.1M |
| $1.8M |
| 4 | UNITED BANK CORPORATION UNITED BANK CORPORATION 401(K) PLAN | BARNESVILLE GA | 386 | $46.8M | $1.4M |
| 5 | GROUNDWATER & ENVIRONMENTAL SERV GES 401(K) PROFIT SHARING & SAVINGS PLAN | WALL TOWNSHIP NJ | 359 | $77.5M | $1.4M |
| 6 | COLLEGENET, INC. COLLEGENET 401(K) PROFIT SHARING PLAN | PORTLAND OR | 117 | $28.6M | $1.4M |
| 7 | WIKA HOLDING LP WIKA RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 867 | $102.1M | $992K |
| 8 | FALCONWOOD, INC. FALCONWOOD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ARLINGTON VA | 300 | $41.0M | $944K |
| 9 | ZBS PET CARE DBA ALLIANCE ANIMAL ALLIANCE ANIMAL HEALTH 401(K) PLAN | RYE BROOK NY | 2,367 | $42.8M | $883K |
| 10 | IVYREHAB PT, OT & SPEECH PLLC IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 6,154 | $110.7M | $788K |
