Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity Short-Term Bond Index in their Schedule of Assets, totaling $1.8M 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 | NEWPORT GROUP, INC. LUTZ FINANCIAL POOLED EMPLOYER PLAN | FOLSOM CA | 4,855 | $368.6M | $1.3M |
| 2 | IMC AMERICAS, INC. IMC AMERICAS, INC. 401(K) PLAN | CHICAGO IL | 238 | $58.2M | $291K |
| 3 | DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEES' THRIFT PLAN OF DAVIS H. ELLIOT COMPANY, INCORPORATED |
LEXINGTON KY |
| 2,794 |
| $104.7M |
| $141K |
| 4 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $33K |
| 5 | SINNISSIPPI CENTERS, INC. SINNISSIPPI CENTERS RETIREMENT PLAN | DIXON IL | 303 | $12.3M | $16K |
| 6 | FOSS RECYCLING, INC. FOSS AUTO RECYCLING, INC. 401(K) PLAN | LA GRANGE NC | 273 | $6.2M | $13K |
