Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FID ST BOND IDX Registered Investment Company in their Schedule of Assets, totaling $1.7M 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 | PARSONS BEHLE & LATIMER PARSONS BEHLE & LATIMER PROFIT SHARING PLAN & TRUST | SALT LAKE CITY UT | 316 | $160.4M | $1.3M |
| 2 | VISTA EQUITY PARTNERS MANAGEMENT, LLC VISTA EQUITY PARTNERS MANAGEMENT, LLC RETIREMENT PLAN | SAN FRANCISCO CA | 642 | $140.8M | $201K |
| 3 | POWERSCHOOL GROUP LLC |
FOLSOM CA |
| 1,627 |
| $222.5M |
| $145K |
| 4 | SEWARD & KISSEL LLP SEWARD & KISSEL QUALIFIED RETIREMENT PLAN MASTER TRUST | NEW YORK NY | — | $319.3M | $17K |
| 5 | LOGICMONITOR, INC. LOGICMONITOR 401(K) PLAN | SANTA BARBARA CA | 550 | $39.5M | $14K |
| 6 | RAPTOR TECHNOLOGIES, LLC RAPTOR 401(K) PLAN | HOUSTON TX | 270 | $13.1M | $5K |
