Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Vanguard Short‐Term Investment Grade in their Schedule of Assets, totaling $79.3M 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 | TRUSTEES OF TEAMSTERS NATIONAL PIPE LINE PENSION PLAN TEAMSTERS NATIONAL PIPE LINE PENSION PLAN | MENDOTA HEIGHTS MN | 851 | $318.2M | $62.8M |
| 2 | ALIXPARTNERS, LLP ALIXPARTNERS, LLP CASH BALANCE PLAN | SOUTHFIELD MI | 185 | $73.3M | $6.0M |
| 3 | BOARD OF TRUSTEES, CENTRAL CALIFORNIA IBEW-NECA |
SAN JOSE CA |
| 477 |
| $75.7M |
| $2.2M |
| 4 | MARTIN/MARTIN, INC. MARTIN/MARTIN, INC. 401(K) PLAN | LAKEWOOD CO | 371 | $90.1M | $1.9M |
| 5 | COVENANT AVIATION SECURITY, LLC COVENANT RETIREMENT PLAN | BOLINGBROOK IL | 2,404 | $108.1M | $1.6M |
| 6 | SURVICE ENGINEERING COMPANY SURVICE ENGINEERING COMPANY 401K PROFIT SHARING PLAN | BELCAMP MD | 413 | $89.8M | $964K |
| 7 | EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CERTIFIED REGISTERED NURSE ANESTHETISTS 401(K) PLAN | GREENVILLE NC | 193 | $62.7M | $650K |
| 8 | ACCESS COMMUNITY HEALTH CENTERS ACCESS COMMUNITY HEALTH CENTERS RETIREMENT PLAN | MADISON WI | 281 | $27.2M | $390K |
| 9 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $335K |
| 10 | JERRYS ENTERPRISES INC. JERRY'S ENTERPRISES INC EMPLOYEE'S PROFIT SHARING 401(K) PLAN | EDINA MN | 540 | $49.5M | $255K |
