Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Vanguard Vanguard Short-term Bond Index Adm in their Schedule of Assets, totaling $21.5M 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 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $7.0M |
| 2 | EYE SURGEONS OF RICHMOND, INC. EYE SURGEONS OF RICHMOND, INC. PROFIT SHARING PLAN & TRUST | RICHMOND VA | 335 | $68.8M | $4.8M |
| 3 | MORGAN & MORGAN P A |
ORLANDO FL |
| 4,754 |
| $192.7M |
| $1.7M |
| 4 | JM TEXAS COMPANIES, LLC EAGLE RAILCAR SERVICES RETIREMENT SAVINGS PLAN | EASTLAND TX | 1,000 | $13.0M | $942K |
| 5 | TAXHAWK, INC. RETIREMENT INCOME SECURITY PLAN-TAXHAWK, INC. | PROVO UT | 148 | $36.5M | $759K |
| 6 | BITZER US, INC. BITZER US, INC. 401(K) & LONG TERM INCENTIVE PLAN | FLOWERY BRANCH GA | 318 | $30.9M | $659K |
| 7 | MID-AMERICA TRANSPLANT SERVICES MID-AMERICA TRANSPLANT SERVICES SAVINGS AND INVESTMENT PLAN | ST. LOUIS MO | 260 | $38.7M | $494K |
| 8 | PCS RETIREMENT, LLC FIDUCIARY SERVICES GROUP 401(K) PLAN | WILMINGTON DE | 429 | $30.3M | $462K |
| 9 | LIFE'S WORC LIFE'S WORC 403(B) PROFIT SHARING PLAN | GARDEN CITY NY | 1,017 | $19.3M | $433K |
| 10 | NEWPORT GROUP, INC. TFO ADVANTAGE POOLED EMPLOYER PLAN | FOLSOM CA | 2,143 | $130.6M | $398K |
