Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Fidelity Short-Term Bond Index Fund in their Schedule of Assets, totaling $1.5M 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 | ORION ADVISOR SOLUTIONS, INC. ORION ADVISOR SOLUTIONS, INC. 401(K) PLAN | OMAHA NE | 1,361 | $146.6M | $740K |
| 2 | AMERICAN SECURITIES LLC AMERICAN SECURITIES LLC 401(K) SAVINGS PLAN | NEW YORK NY | 154 | $84.0M | $596K |
| 3 | DOMINO DATA LAB INC. DOMINO DATA LAB 401(K) PLAN |
SAN FRANCISCO CA |
| 168 |
| $18.6M |
| $63K |
| 4 | CENTIVO CORPORATION CENTIVO CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 327 | $11.5M | $50K |
| 5 | DUCKER RESEARCH N.A. LLC DUCKER CARLISLE LLC 401(K) PLAN | TROY MI | 133 | $20.0M | $40K |
| 6 | P.F. CHANG'S CHINA BISTRO, INC. P.F. CHANG'S CHINA BISTRO, INC. 401(K) PLAN | SCOTTSDALE AZ | 13,424 | $50.1M | $19K |
| 7 | K2 MEDICAL HOLDING COMPANY LLC K2 MEDICAL RESEARCH LLC 401(K) PLAN | MAITLAND FL | 240 | $3.5M | $4K |
| 8 | CORE LINEN SERVICES, INC. CORE LINEN SERVICES, INC. 401(K) PLAN | HUNTERSVILLE NC | 2,385 | $7.4M | $2K |
