Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Vanguard- Vanguard Short-Term Bond Index Fund Admiral Shares in their Schedule of Assets, totaling $5.9M 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 | NEWPORT GROUP, INC. UNITY 401(K) POOLED EMPLOYER PLAN | FOLSOM CA | 1,394 | $145.6M | $3.6M |
| 2 | X-RAY ASSOCIATES OF NEW MEXICO, P.C. X-RAY ASSOCIATES OF NEW MEXICO, P. C. 401(K) PROFIT SHARING PLAN AND TRUST | ALBUQUERQUE NM | 274 | $76.8M | $1.2M |
| 3 | J. LEE MILLIGAN, INC. J. LEE MILLIGAN, INC. 401(K) PLAN |
AMARILLO TX |
| 368 |
| $10.8M |
| $397K |
| 4 | BRAZEWAY, LLC BRAZEWAY SAVINGS PLAN | ADRIAN MI | 243 | $55.1M | $149K |
| 5 | MAZUMA CREDIT UNION MAZUMA CREDIT UNION 401(K) SUCCESS SHARING PLAN | OVERLAND PARK KS | 272 | $22.5M | $135K |
| 6 | PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT, INC. PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT, INC. 401(K) PLAN | BARTOW FL | 436 | $15.8M | $75K |
| 7 | ICE INDUSTRIES, INC. ICE INDUSTRIES 401(K) PLAN | SYLVANIA OH | 364 | $14.3M | $65K |
| 8 | MARKLEY LOWELL, LLC MARKLEY LOWELL LLC 401(K) PROFIT SHARING PLAN & TRUST | BOSTON MA | 164 | $17.5M | $60K |
| 9 | MANAGEPOINT MANAGEPOINT RETIREMENT PLAN | INDIANAPOLIS IN | 691 | $18.6M | $40K |
| 10 | LAMB FARMS INC LAMB FARMS INC 401(K) PROFIT SHARING PLAN & TRUST | OAKFIELD NY | 148 | $7.7M | $31K |
