Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Vanguard Short‐term Investment Grade ADM in their Schedule of Assets, totaling $35.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FREDRIKSON & BYRON PA FREDRIKSON & BYRON PA PROFIT SHARING PLAN | MINNEAPOLIS MN | 806 | $491.0M | $7.7M |
| 2 | HALO BRANDED SOLUTIONS, INC. HALO BRANDED SOLUTIONS, INC. 401(K) SAVINGS PLAN | STERLING IL | 1,886 | $131.4M | $5.1M |
| 3 | GOLDBERG KOHN LTD. GOLDBERG KOHN LTD. INDIVIDUAL ACCOUNT PLAN |
CHICAGO IL |
| 121 |
| $131.9M |
| $4.1M |
| 4 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN FOR UNION EMPLOYEES | FRANKFURT KY | 1,456 | $102.8M | $3.3M |
| 5 | TOHONO O'ODHAM GAMING ENTERPRISE TOHONO O'ODHAM GAMING ENTERPRISE RETIREMENT SAVINGS PLAN | SAHUARITA AZ | 2,875 | $136.5M | $2.1M |
| 6 | HOT SPRINGS VILLAGE PROPERTY OWNERS ASSOCIATION HOT SPRINGS VILLAGE PROPERTY OWNERS ASSOCIATION 401(K) PLAN | HOT SPRINGS VILLAGE AR | 227 | $10.3M | $1.3M |
| 7 | ERLAND CONSTRUCTION, INC. ERLAND CONSTRUCTION, INC. 401(K) PLAN | BURLINGTON MA | 84 | $29.9M | $1.2M |
| 8 | PEOPLES BANCORP INC. PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN | MARIETTA OH | 1,449 | $130.2M | $857K |
| 9 | HARBORCREEK YOUTH SERVICES HARBORCREEK YOUTH SERVICES RETIREMENT SAVINGS PLAN | HARBORCREEK PA | 119 | $9.0M | $793K |
| 10 | MONTICELLO BANKSHARES, INC. MONTICELLO BANKSHARES, INC. RETIREMENT SAVINGS PLAN | MONTICELLO KY | 192 | $15.7M | $773K |
