Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Vanguard Short-term Investment Grade Fund Mutual Fund in their Schedule of Assets, totaling $27.1M 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 | ELECTRIC POWER RESEARCH INSTITUTE, INC. ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN | PALO ALTO CA | 1,278 | $605.1M | $5.1M |
| 2 | ARENTFOX SCHIFF LLP SCHIFF HARDIN LLP INCENTIVE SAVINGS 401(K) PLAN | WASHINGTON DC | 289 | $218.4M | $4.5M |
| 3 | HOLLINGSWORTH & VOSE COMPANY |
EAST WALPOLE MA |
| 158 |
| $69.6M |
| $2.9M |
| 4 | ARCLIN USA LLC ARCLIN RETIREMENT PLAN | ALPHARETTA GA | 34 | $47.5M | $2.4M |
| 5 | BEL-PARK ANESTHESIA ASSOCIATES, INC. BEL-PARK ANESTHESIA ASSOCIATES RETIREMENT SAVINGS PLAN | CANFIELD OH | 105 | $57.3M | $1.5M |
| 6 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST | BALTIMORE MD | 260 | $129.4M | $1.3M |
| 7 | UNITED REGIONAL HEALTH CARE SYSTEM UNITED REGIONAL HEALTH CARE SYSTEM RETIREMENT SAVINGS PLAN | WICHITA FALLS TX | 2,331 | $138.1M | $1.2M |
| 8 | GROUP 1001 RESOURCES LLC GROUP 1001 401(K) SAVINGS PLAN | ZIONSVILLE IN | 1,585 | $172.3M | $1.2M |
| 9 | ASHCROFT INC. ASHCROFT INC. RETIREMENT PLAN FOR UNION EMPLOYEES | STRATFORD CT | 81 | $21.9M | $995K |
| 10 | ROBERT W. WOODRUFF FOUNDATION, INC. THE NEW FOUNDATIONS RETIREMENT PLAN | ATLANTA GA | 111 | $32.9M | $904K |
