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 in their Schedule of Assets, totaling $32.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL HEALTH AND WELFARE FUND ALASKA ELECTRICAL HEALTH AND WELFARE FUND | ANCHORAGE AK | 2,929 | $56.4M | $25.1M |
| 2 | KAHN VENTURES, INC. KAHN VENTURES, INC. 401(K) PLAN | AUSTELL GA | 1,775 | $146.5M | $2.4M |
| 3 | REALTY INCOME CORPORATION |
SAN DIEGO CA |
| 404 |
| $55.4M |
| $1.5M |
| 4 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP PROFIT SHARING PLAN | SAN FRANCISCO CA | 252 | $178.0M | $425K |
| 5 | JENKINS SERVICES, INC. JENKINS SERVICES, INC. 401(K) PLAN | CHANTILLY VA | 415 | $15.1M | $359K |
| 6 | CVENT, INC. CVENT, INC. | TYSONS CORNER VA | 2,189 | $240.6M | $336K |
| 7 | DAHLIN GROUP, INC. DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN | PLEASANTON CA | 180 | $47.2M | $233K |
| 8 | HANSON BRIDGETT LLP HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN | SAN FRANCISCO CA | 129 | $43.1M | $199K |
| 9 | APTEAN, INC. APTEAN 401K PLAN | ALPHARETTA GA | 757 | $123.7M | $195K |
| 10 | THE DENVER CENTER FOR THE PERFORMING ARTS THE DENVER CENTER FOR THE PERFORMING ARTS 401(K) PLAN | DENVER CO | 212 | $17.9M | $190K |
