Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Short‐Term Investment‐Grade Adm Vanguard Short‐Term Investment‐Grade in their Schedule of Assets, totaling $2.9M 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 | OZARKS HEALTHCARE OZARKS HEALTHCARE 403(B) PLAN | WEST PLAINS MO | 1,184 | $52.6M | $1.6M |
| 2 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON LLP MASTER TRUST | BALTIMORE MD | — | $119.7M | $1.3M |
| 3 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST |
TOLEDO OH |
| 1,520 |
| $261.0M |
| $27K |
