Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard Short-term Investment-Grade Mutual Fund in their Schedule of Assets, totaling $9.5M 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 | ILLUMINA, INC. ILLUMINA, INC. 401(K) PLAN | SAN DIEGO CA | 5,088 | $1.1B | $8.1M |
| 2 | CALIFORNIA RURAL LEGAL ASSISTANCE, INC. CALIFORNIA RURAL LEGAL ASSISTANCE, INC. 401(K) RETIREMENT SAVINGS PLAN | MODESTO CA | 231 | $12.6M | $340K |
| 3 | CLUBESSENTIAL HOLDINGS, LLC CLUBESSENTIAL HOLDINGS, LLC 401(K) PLAN |
BLUE ASH OH |
| 517 |
| $24.4M |
| $294K |
| 4 | BLUE ROCK PRODUCTS CO. BLUE ROCK PRODUCTS COMPANY PROFIT SHARING PLAN | SIDNEY MT | 74 | $12.6M | $246K |
| 5 | COUNCIL ON RURAL SERVICE PROGRAMS, INC. CORS 401(K) PLAN | PIQUA OH | 211 | $17.6M | $143K |
| 6 | KEJR, INC. GEOPROBE SYSTEMS 401(K) PLAN | SALINA KS | 188 | $18.9M | $71K |
| 7 | PDC MACHINES LLC PDC 401(K) PLAN | SOUDERTON PA | 87 | $7.2M | $69K |
| 8 | MIMECAST NORTH AMERICA, INC. MIMECAST NORTH AMERICA, INC. 401(K) PLAN | LEXINGTON MA | 1,060 | $93.1M | $66K |
| 9 | MEDIAMOSAIC, INC. DBA THE MOSAIC COMPANY MOSAIC 401(K) PLAN | RENTON WA | 137 | $22.6M | $60K |
| 10 | OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY, INC. THE 401(A) PROFIT SHARING PLAN OF OCCUPATIONAL TRAINING CENTER OF BURLINGTON COUNTY, INC. | BURLINGTON TOWNSHIP NJ | 702 | $7.3M | $40K |
