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 Treasury Bond Index in their Schedule of Assets, totaling $1.3M 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 | FILTRAN, LLC FILTRAN PENSION PLAN | DES PLAINES IL | 78 | $4.9M | $914K |
| 2 | PALA BAND OF MISSION INDIANS PALA 401(K) RETIREMENT SAVINGS PLAN | PALA CA | 1,175 | $72.7M | $359K |
| 3 | BASDEN STEEL AND ERECTION, INC. BASDEN STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN |
BURLESON TX |
| 972 |
| $9.6M |
| $44K |
