Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Vanguard Short-term Investment Grade Admiral in their Schedule of Assets, totaling $32.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES OF LOCAL 298 HEALTH BENEFIT FUND 1 LOCAL 298 HEALTH BENEFIT FUND I | VALLEY STREAM NY | 2,172 | $23.3M | $6.9M |
| 2 | THOMAS, THOMAS & HAFER, LLP THOMAS, THOMAS & HAFER, LLP RETIREMENT PLAN | CAMP HILL PA | 147 | $46.3M | $4.2M |
| 3 | GREENLEAF TRUST GREENLEAF TRUST 401(K) PLAN |
KALAMAZOO MI |
| 244 |
| $90.0M |
| $3.9M |
| 4 | QUALSTAR CREDIT UNION QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN | BOTHELL WA | 79 | $34.9M | $3.0M |
| 5 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $2.8M |
| 6 | PACIFIC COAST PRODUCERS PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN | LODI CA | 287 | $63.1M | $1.8M |
| 7 | FRANK, RIMERMAN + CO. LLP FRANK, RIMERMAN + CO. LLP 401(K) & PROFIT SHARING PLAN | SAN JOSE CA | 791 | $109.1M | $1.6M |
| 8 | UNITED EMPLOYEES HEALTH PLANS UNITED EMPLOYEES HEALTH PLANS | UNIONDALE NY | 766 | $5.1M | $1.4M |
| 9 | KUBICKI DRAPER, P.A. KUBICKI DRAPER, P.A. 401(K) PLAN | MIAMI FL | 398 | $71.8M | $1.2M |
| 10 | JEO, INC. JEO, INC. 401(K) PROFIT SHARING PLAN | WAHOO NE | 358 | $51.2M | $999K |
