Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Short-Term Invest Grade Adm** in their Schedule of Assets, totaling $4.7M 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 | INTERSTATE BATTERIES, INC. INTERSTATE BATTERIES EMPLOYEES PENSION PLAN | DALLAS TX | 68 | $27.2M | $2.8M |
| 2 | HORIZON MEDICAL GROUP, PC HORIZON MEDICAL GROUP, PC 401K PROFIT SHARING PLAN AND TRUST | GOSHEN NY | 385 | $64.6M | $1.1M |
| 3 | KINSALE MANAGEMENT, INC. |
RICHMOND VA |
| 680 |
| $69.5M |
| $798K |
| 4 | THE LEGAL AID SOCIETY OF NORTHEASTERN NEW YORK, INC. THE LEGAL AID SOCIETY OF NORTHEASTERN NEW YORK TAX SHELTERED ANNUITY PLAN | ALBANY NY | 131 | $9.1M | $815 |
