Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Vanguard Short‐Term Invest Grade Adm Mutual Fund in their Schedule of Assets, totaling $3.6M 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 | COMMUNITYCARE, HMO, INC. COMMUNITYCARE 401(K) SAVINGS PLAN | TULSA OK | 476 | $61.4M | $905K |
| 2 | SUMMIT PHYSICIAN SPECIALISTS, P.C. SUMMIT PHYSICIAN SPECIALISTS RETIREMENT PLAN | MURRAY UT | 122 | $82.7M | $861K |
| 3 | DANELLA COMPANIES, INC. THE DANELLA COMPANIES 401(K) PLAN |
PLYMOUTH MEETING PA |
| 1,946 |
| $20.0M |
| $338K |
| 4 | NETWORK FUNDING, L.P. NETWORK FUNDING, L.P. SAFE HARBOR 401(K) PLAN | HOUSTON TX | 262 | $32.6M | $334K |
| 5 | ASSOCIATED ANESTHESIOLOGISTS, INC. ASSOCIATED ANESTHESIOLOGISTS, INC. 401(K) PROFIT SHARING PLAN | TULSA OK | 128 | $86.4M | $306K |
| 6 | BLACK & MCDONALD, INC. BLACK & MCDONALD, INC. 401(K) PLAN | KANSAS CITY MO | 366 | $15.5M | $248K |
| 7 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $209K |
| 8 | CARGURUS, INC. CARGURUS, INC. 401(K) PROFIT SHARING PLAN | CAMBRIDGE MA | 1,053 | $138.4M | $163K |
| 9 | RELAY THERAPEUTICS, INC. RELAY THERAPEUTICS 401K PLAN | CAMBRIDGE MA | 261 | $43.7M | $103K |
| 10 | FIRST OKLAHOMA BANK FIRST OKLAHOMA BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | JENKS OK | 112 | $17.8M | $91K |
