Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Short-Term Bond Fund " in their Schedule of Assets, totaling $7.8M 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 | CITIZENS ENERGY GROUP PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES | INDIANAPOLIS IN | 41 | $7.8M | $3.8M |
| 2 | LAND TITLE GUARANTEE COMPANY LAND TITLE GUARANTEE COMPANY 401(K) PROFIT SHARING PLAN | GREENWOOD VILLAGE CO | 575 | $79.7M | $1.5M |
| 3 | MERCURIA ENERGY AMERICA, LLC |
HOUSTON TX |
| 301 |
| $68.9M |
| $1.4M |
| 4 | AMERICAN MINE RESEARCH AMR-PEMCO, ERM, CMS 401(K) PLAN | ROCKY GAP VA | 258 | $16.2M | $311K |
| 5 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $266K |
| 6 | SMOOT CORPORATION THE SMOOT CORPORATION SALARIED EMPLOYEES 401(K) PLAN AND TRUST | COLUMBUS OH | 77 | $24.5M | $157K |
| 7 | AMERICAN BOARD OF INTERNAL MEDICINE AMERICAN BOARD OF INTERNAL MEDICINE RETIREMENT PLAN | PHILADELPHIA PA | 269 | $60.5M | $112K |
| 8 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIV. OF SOUTH CAROLINA UMA SUPPLEMENTAL 403(B) PLAN | CHARLESTON SC | 3,064 | $157.6M | $90K |
| 9 | PARADIGM MANAGEMENT TEAM, LLC PARADIGM MANAGEMENT TEAM LLC 401(K) PLAN | GAINESVILLE FL | 361 | $21.6M | $78K |
| 10 | EMERSON COLLEGE EMERSON COLLEGE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 638 | $242.4M | $43K |
