Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding FID ST TREAS BOND INDX in their Schedule of Assets, totaling $1.3M 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 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $883K |
| 2 | H GREGORY 1 INC. H GREG 401(K) PLAN | DORAL FL | 637 | $5.1M | $244K |
| 3 | ACU-SERVE, LLC ACU-SERVE, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
AKRON OH |
| 284 |
| $7.1M |
| $82K |
| 4 | NORTH AMERICAN FILTRATION HOLDIN NORTH AMERICAN FILTRATION AND. SUBSIDIARIES 401(K) PLAN | RAMSEY NJ | 150 | $11.7M | $61K |
| 5 | PATHSTONE CORPORATION PATHSTONE CORPORATION RETIREMENT PLAN | ROCHESTER NY | 510 | $18.6M | $16K |
| 6 | ELIZABETH WENDE BREAST CARE, LLC ELIZABETH WENDE BREAST CARE, LLC 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 150 | $29.9M | $14K |
| 7 | FOOTAGE FIRM, INC. FOOTAGE FIRM, INC. DBA STORYBLOCKS RETIREMENT TRUST | ARLINGTON VA | 111 | $12.6M | $9K |
| 8 | VALIANT ARTIFICIAL LIFT SOLUTION VALIANT ARTIFICIAL LIFT SOLUTIONS 401(K) PLAN | OKLAHOMA CITY OK | 122 | $10.0M | $8K |
| 9 | MEDLEY MATERIAL HANDLING, INC. MEDLEY MATERIAL HANDLING, INC. EMPLOYEES' 401(K) PLAN | OKLAHOMA CITY OK | 269 | $7.1M | $4K |
