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 Index Mutual fund in their Schedule of Assets, totaling $45.8M 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 | SYNCHRONY FINANCIAL SYNCHRONY FINANCIAL MY SAVINGS PLAN | STAMFORD CT | 10,687 | $1.6B | $39.1M |
| 2 | RELEVATE HEALTH MANAGEMENT, LLC. RELEVATE HEALTH MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 223 | $24.9M | $2.5M |
| 3 | ITS INC ITS INC 401(K) RETIREMENT PLAN & TRUST |
JOHNSTON IA |
| 662 |
| $107.4M |
| $1.3M |
| 4 | RE/MAX, LLC RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN | DENVER CO | 517 | $76.4M | $1.0M |
| 5 | GO PHYSICAL THERAPY, LLC GO PHYSICAL THERAPY 401(K) PLAN | GRAND ISLAND NE | 432 | $45.2M | $946K |
| 6 | ONPATH FEDERAL CREDIT UNION ONPATH FEDERAL CREDIT UNION | METAIRIE LA | 253 | $13.0M | $462K |
| 7 | LIBERTY COMMUNICATIONS OF PUERTO RICO LLC LIBERTY PUERTO RICO PENSION PLAN | SAN JUAN PR | 406 | $6.8M | $299K |
| 8 | GREENWAY HEALTH, LLC GREENWAY HEALTH 401(K) PLAN | TAMPA FL | 645 | $106.0M | $69K |
| 9 | DAICEL AMERICA HOLDINGS, INC. DAICEL AMERICA HOLDINGS, 401(K) PLAN | TORRANCE CA | 664 | $54.4M | $43K |
| 10 | VISTA CONSULTING GROUP, LLC VISTA CONSULTING GROUP, LLC | CHICAGO IL | 122 | $29.2M | $24K |
