Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments* Fidelity Short-Term Bond Fund in their Schedule of Assets, totaling $449K 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 | MARKEN LLP THE MARKEN 401K PLAN | DURHAM NC | 658 | $23.3M | $203K |
| 2 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $186K |
| 3 | 3 PHASE ELEVATOR CORP. 3 PHASE ELEVATOR 401(K) PLAN |
| 207 |
| $9.8M |
| $60K |
