Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Short Term Bond + in their Schedule of Assets, totaling $154K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FRUIT OF THE EARTH FRUIT OF THE EARTH RETIREMENT SAVINGS PLAN | GRAND PRAIRE TX | 234 | $12.0M | $76K |
| 2 | APT RESEARCH, INC. A-P-T RESEARCH, INC. 401(K) PLAN | HUNTSVILLE AL | 166 | $33.1M | $60K |
| 3 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN |
NEW YORK NY |
| 853 |
| $139.5M |
| $18K |
