Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Short Term Bond Idx Instl Prm in their Schedule of Assets, totaling $355K 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 | DUNCAN REGIONAL HOSPITAL, INC. DUNCAN REGIONAL HOSPITAL 403(B) PLAN | DUNCAN OK | 611 | $60.6M | $321K |
| 2 | SOUTHERN INSURANCE UNDERWRITERS, INC. SOUTHERN INSURANCE UNDERWRITERS, INC. 401 (K) PLAN & TRUST | ALPHARETTA GA | 100 | $6.8M | $34K |
| 3 | FINLEY & COOK, P.L.L.C. |
SHAWNEE OK |
| 182 |
| $17.6M |
| $23 |
