Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard Short-Term Invest Grade Adm Registered investment company in their Schedule of Assets, totaling $8.0M 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 | NEW YORK STATE TECHNOLOGY ENTERPRISE CORPORATION NEW YORK STATE TECHNOLOGY ENTERPRISE CORPORATION 403B RETIREMENT PLAN | ROME NY | 381 | $72.0M | $7.4M |
| 2 | ROCKWELL AUTOMATION, INC. KALYPSO 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 0 | $0 | $168K |
| 3 | APEX HERITAGE GROUP, LLC |
HOUSTON TX |
| 229 |
| $5.3M |
| $143K |
| 4 | BIONTECH US INC. BIONTECH US 401(K) PLAN | CAMBRIDGE MA | 802 | $71.6M | $114K |
| 5 | MOORE, COLSON & COMPANY, P.C. MOORE, COLSON & CO., P.C. 401(K) & P/S PLAN | ATLANTA GA | 171 | $31.5M | $112K |
| 6 | PIVOTAL COMMWARE, INC. PIVOTAL COMMWARE 401(K) PLAN | BOTHELL WA | 47 | $11.1M | $55K |
