Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Vanguard Vanguard Short-Term Investment-Grade Fund in their Schedule of Assets, totaling $20.7M 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 | WILMER CUTLER PICKERING HALE AND DORR LLP RETIREMENT PLAN FOR PARTNERS OF WILMER CUTLER PICKERING HALE AND DORR LLP | BOSTON MA | 244 | $230.0M | $14.9M |
| 2 | BOARD OF TRUSTEES OF SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH SOLANO-NAPA COUNTIES ELECTRICAL WORKERS HEALTH AND WELFARE TRUST FUND | PLEASANTON CA | 318 | $8.9M | $2.1M |
| 3 |
MUSKEGON MI |
| 154 |
| $36.4M |
| $1.2M |
| 4 | ODA PRIMARY HEALTH CARE NETWORK ODA PRIMARY HEALTH CARE NETWORK 403(B) PLAN | BROOKLYN NY | 656 | $13.3M | $675K |
| 5 | J.A. RIGGS TRACTOR COMPANY J.A. RIGGS TRACTOR COMPANY PROFIT SHARING PLAN | LITTLE ROCK AR | 581 | $82.2M | $464K |
| 6 | GYPSUM SYSTEMS MANAGEMENT, INC. GYPSUM SYSTEMS MANAGEMENT 401(K) PLAN | ELMA NY | 129 | $16.9M | $394K |
| 7 | FNS, INC. FNS, INC. 401(K) PLAN | TORRANCE CA | 572 | $23.7M | $185K |
| 8 | NEW YORK CITY BALLET, INC. RETIREMENT PLAN FOR SALARIED EMPLOYEES OF NEW YORK CITY BALLET, INC. | NEW YORK NY | 46 | $13.7M | $158K |
| 9 | NORTHROCK PARTNERS, LLC NORTHROCK PARTNERS 401K AND PROFIT SHARING PLAN | MINNEAPOLIS MN | 175 | $20.0M | $154K |
| 10 | EPI PRINTERS, INC. EPI PRINTERS, INC. 401(K) PLAN | BATTLE CREEK MI | 458 | $16.3M | $137K |
