Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Short-Term Bond Fund - in their Schedule of Assets, totaling $1.4M 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 | DULANY INDUSTRIES, INC. DULANY INDUSTRIES, INC. 401(K) RETIREMENT PLAN | SAVANNAH GA | 162 | $19.8M | $494K |
| 2 | PROJECT MANAGEMENT INSTITUTE, INC. PROJECT MANAGEMENT INSTITUTE EMPLOYEE SAVINGS PLAN | NEWTOWN SQUARE PA | 572 | $101.4M | $337K |
| 3 | FRANCISCAN CHILDREN'S |
BRIGHTON MA |
| 25 |
| $32.6M |
| $274K |
| 4 | RELIAQUEST, LLC RELIAQUEST, LLC 401(K) PLAN | TAMPA FL | 771 | $52.3M | $123K |
| 5 | OSHA BERGMAN WATANABE & BURTON LLP OSHA BERGMAN WATANABE & BURTON 401(K) PLAN | HOUSTON TX | 123 | $18.1M | $92K |
| 6 | MIKE ANDERSON CHEVROLET OF MERRILLVILLE MIKE ANDERSON CHEVROLET OF MERRILLVILLE 401(K) PLAN | MERRILLVILLE IN | 131 | $13.2M | $75K |
| 7 | NATIONAL ENDOWMENT FOR DEMOCRACY NATIONAL ENDOWMENT FOR DEMOCRACY 403(B) RETIREMENT PLAN | WASHINGTON DC | 288 | $71.5M | $20K |
| 8 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $2K |
