Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Vanguard Vanguard Short-term Bond ETF in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLUNKETT COONEY, P.C. PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN | BLOOMFIELD HILLS MI | 157 | $87.2M | $4.8M |
| 2 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $617K |
| 3 | LARSON FINANCIAL GROUP, LLC |
ST. LOUIS MO |
| 221 |
| $12.2M |
| $68K |
| 4 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $12K |
