Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VANGUARD SHTRM TREAS IDX ADM 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 | CB INFORMATION SERVICES, INC. CB INSIGHTS 401(K) PLAN | NEW YORK NY | 195 | $22.3M | $691K |
| 2 | TIBBETTS LUMBER CO., LLC TIBBETTS LUMBER CO LLC 401K PLAN 401K PLAN | CLEARWATER FL | 419 | $9.8M | $374K |
| 3 | THARALDSON HOSPITALITY STAFFING, THARALDSON HOSPITALITY STAFFING, LLC 401K PLAN |
DECATUR IL |
| 2,216 |
| $19.5M |
| $133K |
| 4 | AZARA HEALTHCARE, LLC. AZARA HEALTHCARE 401K PLAN | BURLINGTON MA | 166 | $10.9M | $109K |
