Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Vanguard Short-Term Investment-Grade Admiral Shares in their Schedule of Assets, totaling $6.2M 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 | CAROMONT HEALTH, INC. CAROMONT HEALTH, INC. RETIREMENT SAVINGS PLAN | GASTONIA NC | 5,245 | $510.8M | $2.2M |
| 2 | INGERMAN MANAGEMENT COMPANY INGERMAN GROUP 401(K) PLAN | COLLINGSWOOD NJ | 268 | $15.7M | $1.7M |
| 3 | MOTT MACDONALD I&E, LLC MOTT MACDONALD DEFINED BENEFIT PENSION PLAN |
ISELIN NJ |
| 32 |
| $14.0M |
| $1.1M |
| 4 | BLITT AND GAINES, P.C. BLITT & GAINES, P.C. PROFIT SHARING PLAN AND TRUST | VERNON HILLS IL | 245 | $14.5M | $677K |
| 5 | ELLICOTT DEVELOPMENT COMPANY ELLICOTT DEVELOPMENT COMPANY 401(K) PLAN | BUFFALO NY | 428 | $11.2M | $154K |
| 6 | TEAMSTERS 331 WELFARE FUND & WELFARE TRUST FUND TEAMSTERS LOCAL 331 HEALTH & WELFARE TRUST FUND | EGG HARBOR CITY NJ | 1,022 | $827K | $95K |
| 7 | GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. GOODWILL INDUSTRIES OF NORTH CENTRAL WISCONSIN, INC. 403(B) RETIREMENT PLAN | MENASHA WI | 1,292 | $25.2M | $86K |
| 8 | PRAGER METIS CPAS, LLC PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN I | NEW YORK NY | 296 | $40.1M | $55K |
| 9 | OPPORTUNITIES INC OF JEFFERSON CO UNTY 403 B THRIFT PLAN OF OPPORTUNITIES INC OF JEFFERSON COUNTY | FORT ATKINSON WI | 308 | $10.6M | $29K |
| 10 | PETE'S TIRE BARN, INC. PETE'S TIRE BARNS, INC. 401(K) PLAN | ORANGE MA | 337 | $12.7M | $19K |
