Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Ultra-Short-Term Bond Fund Admiral Shares Mutual Fund in their Schedule of Assets, totaling $522K 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 | CHOATE, HALL & STEWART LLP CHOATE, HALL & STEWART LLP PROFIT-SHARING RETIREMENT PLAN | BOSTON MA | 335 | $178.9M | $343K |
| 2 | CHOATE, HALL & STEWART LLP CHOATE, HALL & STEWART LLP TAX DEFERRED SAVINGS PLAN | BOSTON MA | 333 | $148.1M | $96K |
| 3 | CLINTWOOD JOD LLC |
BELCHER KY |
| 153 |
| $3.7M |
| $48K |
| 4 | CHOATE HALL & STEWART LLP CHOATE, HALL & STEWART LLP TAX DEFERRED SAVINGS PLAN FOR ATTORNEYS | BOSTON MA | 168 | $51.3M | $35K |
