Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Short Term Bd Index in their Schedule of Assets, totaling $886K 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 | BH SECURITY, LLC BH SECURITY, LLC 401(K) SAVINGS PLAN | FARMERS BRANCH TX | 1,273 | $57.5M | $321K |
| 2 | PGA TOUR, INC PGA TOUR EMPLOYEES SAVINGS PLAN | PONTE VEDRA BEACH FL | 2,909 | $290.8M | $268K |
| 3 | STEWART MANUFACTURING, LLC STEWART MANUFACTURING LLC 401(K) PROFIT SHARING PLAN |
HERMANSVILLE MI |
| 84 |
| $6.9M |
| $219K |
| 4 | GREGORY M. PARKER, INC. GREGORY M. PARKER, INC. 401K PLAN | SAVANNAH GA | 810 | $5.8M | $78K |
