Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Short-Term Invest Grade Inv Vanguard 0 in their Schedule of Assets, totaling $2.6M 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 | MURFIN, INC. MURFIN, INC., RETIREMENT PLAN | WICHITA KS | 1,334 | $124.1M | $548K |
| 2 | HILLMANN CONSULTING, LLC HILLMANN CONSULTING 401(K) PLAN | UNION NJ | 237 | $23.9M | $519K |
| 3 | SIMPLEX INVESTMENTS, LLC SIMPLEX INVESTMENTS, LLC 401(K) PLAN |
CHICAGO IL |
| 109 |
| $43.0M |
| $391K |
| 4 | ITO, INC. ITO, INC. DBA KIKKA 401K PLAN | INGLEWOOD CA | 1,064 | $27.8M | $385K |
| 5 | ORBIS OPERATIONS MANAGEMENT COMPANY, LLC ORBIS RETIREMENT PLAN | MCLEAN VA | 168 | $32.5M | $283K |
| 6 | MULLEN COUGHLIN LLC MULLEN COUGHLIN 401(K) | DEVON PA | 269 | $17.4M | $99K |
| 7 | EXECUPOWER, LLC EXECUPOWER 401(K) RETIREMENT PLAN | KING OF PRUSSIA PA | 194 | $12.6M | $83K |
| 8 | ONIX GROUP ONIX GROUP 401(K) PLAN | KENNETT SQUARE PA | 843 | $30.2M | $68K |
| 9 | NEWELL COACH CORPORATION NEWELL COACH CORPORATION EE'S SAVINGS & PSP | MIAMI OK | 197 | $21.1M | $65K |
| 10 | TRILLIUM MANAGEMENT, LLC TRILLIUM 401(K) PLAN | NEW YORK NY | 101 | $26.0M | $63K |
