Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Short-term Bond Index Fund in their Schedule of Assets, totaling $466K 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 | NAVEX GLOBAL, INC. NAVEX GLOBAL 401(K) PLAN | LAKE OSWEGO OR | 979 | $94.8M | $188K |
| 2 | PETER MARINO ARCHITECT, PLLC 401(K) SAVINGS PLAN FOR PETER MARINO ARCHITECT, PLLC | NEW YORK NY | 185 | $41.8M | $186K |
| 3 | SUNRIDER INTERNATIONAL SUNRIDER INTERNATIONAL RETIREMENT SAVINGS PLAN |
TORRANCE CA |
| 166 |
| $53.1M |
| $60K |
| 4 | ALLBIRDS, INC. ALLBIRDS 401(K) PLAN | SAN FRANCISCO CA | 696 | $21.8M | $32K |