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 Treasury Bond Index Fund in their Schedule of Assets, totaling $415K 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 | ISCO INDUSTRIES, INC. ISCO INDUSTRIES INC. RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 744 | $90.6M | $241K |
| 2 | BIRDSALL VOSS & ASSC, INC. BIRDSALL, VOSS & ASSOCIATES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | MILWAUKEE WI | 154 | $31.3M | $163K |
| 3 | PETER MARINO ARCHITECT, PLLC |
NEW YORK NY |
| 185 |
| $41.8M |
| $7K |
| 4 | STEPHENS COLLEGE STEPHENS COLLEGE DC RETIREMENT PLAN | COLUMBIA MO | 312 | $26.4M | $4K |
