Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Short-term Bond Mutual fund in their Schedule of Assets, totaling $5.1M 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 | NORTON ROSE FULBRIGHT US LLP NORTON ROSE FULBRIGHT US L.L.P. 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 1,876 | $1.1B | $4.4M |
| 2 | UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN | BIRMINGHAM AL | 5,019 | $1.6B | $391K |
| 3 |
SAN FRANCISCO CA |
| 829 |
| $87.1M |
| $199K |
| 4 | THE BERKSHIRE BANK THE BERKSHIRE BANK 401(K)/PROFIT SHARING PLAN | NEW YORK NY | 72 | $18.2M | $34K |
| 5 | POPULATION SERVICES INTERNATIONAL POPULATION SERVICES INTERNATIONAL 403(B) PLAN | WASHINGTON DC | 253 | $42.7M | $23K |
| 6 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $19K |
| 7 | NELSON AUTOMOTIVE, INC. NELSON AUTO GROUP 401(K)PLAN | TULSA OK | 290 | $13.6M | $19K |
