Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Alps Smith Short Duration Bond I in their Schedule of Assets, totaling $281K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UACJ AUTOMOTIVE WHITEHALL INDUSTRIES INC WHITEHALL INDUSTRIES PROFIT-SHARING AND 401(K) PLAN | LUDINGTON MI | 747 | $35.0M | $144K |
| 2 | KIRKPATRICK MANAGEMENT COMPANY, INC. KIRKPATRICK MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 249 | $5.4M | $137K |
