Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Vanguard Short-Term Investment-Grade Inv in their Schedule of Assets, totaling $1.3M 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 | BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 400 AND MECHANICAL CONTRACTORS ASSOCIATION OF NORTH CENTRAL WISCONSIN PROFIT SHARING/401(K) PLAN | KAUKAUNA WI | 2,130 | $476.8M | $979K |
| 2 | COMMUNITY BANCSHARES, INC. COMMUNITY BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | NEOSHO MO | 118 | $33.0M | $165K |
| 3 |
LOS ANGELES CA |
| 2,507 |
| $1.1B |
| $160K |
| 4 | VELTRI, INC. VELTRI, INC. 401(K) SAVINGS PLAN | FEASTERVILLE-TREVOSE PA | 170 | $9.6M | $33K |
| 5 | SELFHELP COMMUNITY SERVICES, INC. SELFHELP COMMUNITY SERVICES, INC. 403(B) PLAN | NEW YORK NY | 1,846 | $14.6M | $12K |
