Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Ultra-Short-Term Bond Fund Mutual fund in their Schedule of Assets, totaling $30.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PALO ALTO FOUNDATION MEDICAL GROUP, INC. PAFMG CASH BALANCE PLAN II | MOUNTAIN VIEW CA | 916 | $361.7M | $29.6M |
| 2 | TWIN CITY FOODS, INC. TWIN CITY FOODS, INC. 401(K) PLAN | STANWOOD WA | 548 | $61.5M | $536K |
| 3 | INCEDO INC INCEDO INC 401(K) PROFIT SHARING PLAN & TRUST |
FLORHAM PARK NJ |
| 393 |
| $7.2M |
| $42K |