Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Vanguard Vanguard Short-Term Investment-Grade in their Schedule of Assets, totaling $17.1M 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 | TRINITY UNIVERSITY TRINITY UNIVERSITY 403(B) RETIREMENT PLAN | SAN ANTONIO TX | 1,039 | $376.0M | $8.3M |
| 2 | COVENANT HEALTHCARE SYSTEM SAGINAW MEDICAL CENTER PENSION PLAN | SAGINAW MI | 36 | $17.8M | $3.4M |
| 3 | WEBSTERROGERS, LLP WEBSTERROGERS LLP 401(K) PLAN & TRUST |
FLORENCE SC |
| 117 |
| $23.7M |
| $1.1M |
| 4 | SALIENT CORPORATION SALIENT CORPORATION 401(K) PROFIT SHARING PLAN | HORSEHEADS NY | 113 | $28.3M | $993K |
| 5 | MEDELA LLC MEDELA LLC EMPLOYEES PENSION PLAN | MCHENRY IL | 396 | $60.4M | $970K |
| 6 | OUACHITA COUNTY MEDICAL CENTER, INC. OUACHITA COUNTY MEDICAL CENTER EMPLOYEE RETIREMENT PLAN | CAMDEN AR | 271 | $3.4M | $791K |
| 7 | SAN ANTONIO POLICE OFFICERS AND FIREFIGHTERS BENEFIT PLAN & TRUST SAN ANTONIO POLICE OFFICERS AND FIREFIGHTERS BENEFIT PLAN AND TRUST | AUSTIN TX | 12,843 | $3.9M | $329K |
| 8 | STEPPING STONES HEALTHCARE SERVICES, LLC THE STEPPING STONES GROUP RETIREMENT PLAN | BOSTON MA | 14,977 | $104.0M | $289K |
| 9 | MID ATLANTIC CAPITAL GROUP MID ATLANTIC CAPITAL GROUP RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 827 | $70.8M | $253K |
| 10 | THE AMERICAN NATIONAL BANK OF TEXAS THE AMERICAN NATIONAL BANK OF TEXAS 401(K) PROFIT SHARING PLAN | TERRELL TX | 581 | $68.5M | $249K |
