Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Short-Term Inv Grade Instl in their Schedule of Assets, totaling $32.7M 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 | SHANNON MEDICAL CENTER SHANNON MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN | SAN ANGELO TX | 4,417 | $460.8M | $18.9M |
| 2 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $12.0M |
| 3 | FIRST STATE BANK OF UVALDE |
UVALDE TX |
| — |
| $0 |
| $1.0M |
| 4 | RGV PROPERTIES, INC. RGV PROPERTIES, INC. EMPLOYEE 401-K PLAN | MCALLEN TX | 89 | $3.5M | $767K |
