Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Short-Term Bond Fund Mutual fund in their Schedule of Assets, totaling $2.1M 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 | UNIFI AVIATION, LLC UNIFI AVIATION 401(K) RETIREMENT PLAN | ATLANTA GA | 32,247 | $121.0M | $577K |
| 2 | AM TECHNICAL SOLUTIONS AM TECHNICAL SOLUTIONS 401(K)/PS | AUSTIN TX | 862 | $42.4M | $339K |
| 3 | ARDELYX, INC. ARDELYX, INC. 401(K) PLAN |
| 398 |
| $37.6M |
| $253K |
| 4 | CLIFFWATER LLC CLIFFWATER LLC 401(K) PLAN | MARINA DEL REY CA | 178 | $34.0M | $224K |
| 5 | QUANTLAB FINANCIAL, LLC QUANTLAB FINANCIAL 401(K) PLAN | HOUSTON TX | 126 | $50.8M | $203K |
| 6 | SIERRA LAND GROUP, INC. SIERRA LAND GROUP, INC. 401(K) PLAN | GLENDALE CA | 1,152 | $24.2M | $132K |
| 7 | LIGHTSPEED MANAGEMENT COMPANY, LLC LIGHTSPEED MANAGEMENT COMPANY RETIREMENT PLAN | MENLO PARK CA | 155 | $29.4M | $108K |
| 8 | GEMINI INDUSTRIES INC. GEMINI INDUSTRIES INC PROFIT SHARING PLAN | BURLINGTON MA | 220 | $21.2M | $88K |
| 9 | BANGOR PUBLISHING BANGOR PUBLISHING COMPANY SAVINGS/SECURITY PLAN | BANGOR ME | 99 | $22.6M | $73K |
| 10 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $37K |
