Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Short-Term Investment- Grade N/R in their Schedule of Assets, totaling $22.1M 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 | ROBERT W. BAIRD & CO., INC. BAIRD PROFIT SHARING & SAVINGS PLAN | MILWAUKEE WI | 5,264 | $2.2B | $21.6M |
| 2 | SWANSON INDUSTRIES, INC. SWANSON INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | MORGANTOWN WV | 239 | $25.3M | $506K |
| 3 | GERARD DANIEL WORLDWIDE GERARD DANIEL WORLDWIDE, INC. 401(K) PROFIT SHARING PLAN AND T |
HANOVER PA |
| 269 |
| $10.2M |
| $5K |
