Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Short Term Bond Mutual fund n/a 3 * Fidelity Small Cap Discovery Mutual fund n/a in their Schedule of Assets, totaling $104K 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 | ETR ASSOCIATES, INC. ETR ASSOCIATES, INC. 401K PLAN | WATSONVILLE CA | 127 | $31.8M | $104K |
