Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Short-Term Bd Index in their Schedule of Assets, totaling $2.2M 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 | CARE INITIATIVES CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN | WEST DES MOINES IA | 3,365 | $33.8M | $2.1M |
| 2 | DANIEL DEFENSE, LLC DANIEL DEFENSE, LLC EMPLOYEES SAVINGS PLAN | BLACKCREEK GA | 273 | $18.1M | $171K |
