Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FID ST BOND IDX in their Schedule of Assets, totaling $28.9M 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 | WEC ENERGY GROUP, INC. WEC ENERGY GROUP MASTER TRUST | MILWAUKEE WI | — | $3.6B | $28.7M |
| 2 | SMITH BROTHERS HOLDINGS, INC. SMITH BROTHERS FARMS 401K PROFIT SHARING PLAN | KENT WA | 238 | $12.7M | $114K |
| 3 | POSITRONIC INDUSTRIES, INC. POSITRONIC INDUSTRIES, INC. 401(K) RETIREMENT SAVINGS PLAN |
SPRINGFIELD MO |
| 347 |
| $16.1M |
| $2K |
