Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Vanguard Short-term Investment-Grade Adm Mutual Fund in their Schedule of Assets, totaling $8.9M 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 | THE BUILDERS EXCHANGE OF THE SOUTHERN TIER INC. SOUTHERN TIER BUILDING TRADES LABORERS PROFIT SHARING PLAN | JAMESTOWN NY | 1,084 | $20.7M | $1.3M |
| 2 | JM SEARCH & COMPANY, INC. JM SEARCH & COMPANY, INC. 401(K) PROFIT SHARING PLAN | KING OF PRUSSIA PA | 194 | $40.7M | $1.2M |
| 3 | SPECTRUM SOLUTIONS, INC. |
MADISON AL |
| 131 |
| $11.1M |
| $982K |
| 4 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN | MADISON AL | 167 | $12.3M | $713K |
| 5 | ROCKFORD GASTROENTEROLOGY ASSOCIATES, LTD. ROCKFORD GASTROENTEROLOGY ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN | ROCKFORD IL | 106 | $26.6M | $666K |
| 6 | DIGESTIVE HEALTH CLINIC, LLC DIGESTIVE HEALTH CLINIC, LLC 401(K) PROFIT SHARING PLAN | BOISE ID | 129 | $13.3M | $602K |
| 7 | IG US HOLDINGS, INC. IG US HOLDINGS, INC. 401(K) PLAN | CHICAGO IL | 257 | $31.1M | $513K |
| 8 | LLR MANAGEMENT, LP LLR MANAGEMENT, LP 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 108 | $23.1M | $509K |
| 9 | GUARANTY BANCSHARES, INC. GUARANTY BANCSHARES, INC. ESOP W/401(K) PROVISIONS | DALLAS TX | 492 | $60.9M | $503K |
| 10 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN | ROCKLAND MA | 190 | $73.9M | $341K |
