Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Associated Trust Company Short-Term Bond Fund in their Schedule of Assets, totaling $4.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OMEGA ENTERPRISES, INC. AND SUBSIDIARIES OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN | KAUKAUNA WI | 164 | $46.7M | $2.5M |
| 2 | BERGSTROM CORPORATION, INC. BERGSTROM CORPORATION 401(K) PLAN | NEENAH WI | 2,227 | $105.9M | $2.1M |
| 3 | SCHMITZ READY MIX, INC. |
MILWAUKEE WI |
| 153 |
| $12.0M |
| $12K |
