Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Fidelity Short-Term Bond Index Fund Mutual fund in their Schedule of Assets, totaling $11.0M 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 | VIRGINIA FARM BUREAU VIRGINIA FARM BUREAU COMPANIES EMPLOYEES' 401(K) PLAN | RICHMOND VA | 1,004 | $229.0M | $6.6M |
| 2 | BARGREEN-ELLINGSON, INC. BARGREEN-ELLINGSON, INC. 401(K) PLAN | TACOMA WA | 709 | $61.3M | $1.2M |
| 3 | ACADEMY OF MOTION PICTURE ARTS AND SCIENCES |
BEVERLY HILLS CA |
| 721 |
| $39.8M |
| $931K |
| 4 | WINONA FOODS INC. WINONA FOODS, INC. SAVINGS & RETIREMENT PLAN | GREEN BAY WI | 293 | $15.2M | $332K |
| 5 | EP WEALTH ADVISORS ADMIN, LLC EP WEALTH ADVISORS ADMIN, LLC 401(K) PLAN | TORRANCE CA | 461 | $60.8M | $270K |
| 6 | CAPSTAN, INC. CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN | CARSON CA | 369 | $14.0M | $204K |
| 7 | MIDWESTERN PET FOOD, INC. MIDWESTERN PET FOOD, INC. 401(K) PROFIT SHARING PLAN | EVANSVILLE IN | 488 | $17.4M | $176K |
| 8 | SPECTRUM RETIREMENT COMMUNITIES, LLC SPECTRUM RETIREMENT COMMUNITIES 401(K) PLAN | DENVER CO | 1,363 | $13.4M | $169K |
| 9 | NETEASE INFORMATION TECHNOLOGY CORP. NETEASE 401(K) PLAN | IRVINE CA | 332 | $19.7M | $156K |
| 10 | PUBMATIC, INC. PUBMATIC, INC. RETIREMENT TRUST | REDWOOD CITY CA | 321 | $38.9M | $152K |
