Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Short Term Bond Idx Instl Prm Mutual fund -- in their Schedule of Assets, totaling $436K 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 | COPIC TRUST COPIC COMPANIES 401(K) PLAN | DENVER CO | 137 | $37.3M | $292K |
| 2 | JJE CAPITAL HOLDINGS, LLC JJE CAPITAL HOLDINGS, LLC 401(K) PLAN | COLUMBIA SC | 1,711 | $23.3M | $144K |
