Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity – Short Term Bond in their Schedule of Assets, totaling $3.2M 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 | WAYNE BROTHERS, INC. WAYNE BROTHERS, INC. 401(K) PLAN | DAVIDSON NC | 620 | $27.4M | $1.3M |
| 2 | PRINCE MANUFACTURING CORPORATION PRINCE MANUFACTURING CORPORATION 401(K) RETIREMENT PLAN | NORTH SIOUX CITY SD | 195 | $51.7M | $592K |
| 3 | AMERICAN DIABETES ASSOCIATION AMERICAN DIABETES ASSOCIATION 403(B) RETIREMENT SAVINGS PLAN |
ARLINGTON VA |
| 433 |
| $42.5M |
| $471K |
| 4 | AMERICAN DIABETES ASSOCIATION AMERICAN DIABETES ASSOCIATION 401(A) RETIREMENT PLAN | ARLINGTON VA | 431 | $20.3M | $200K |
| 5 | WELLESLEY COLLEGE WELLESLEY COLLEGE 403(B) RETIREMENT PLAN | WELLESLEY MA | 1,326 | $787.3M | $153K |
| 6 | GENETEC USA, INC. GENETEC USA, INC. 401(K) PLAN | — | 218 | $26.6M | $100K |
| 7 | USALLIANCE FEDERAL CREDIT UNION USALLIANCE FEDERAL CREDIT UNION 401(K) PLAN | RYE NY | 282 | $35.4M | $94K |
| 8 | REDWOOD SOFTWARE, INC. REDWOOD SOFTWARE, INC. 401(K) PLAN | MORRISVILLE NC | 262 | $24.6M | $70K |
| 9 | THE BISHOP'S SCHOOL THE BISHOP'S SCHOOL 403(B) PLAN | LA JOLLA CA | 270 | $79.1M | $61K |
| 10 | ORIENTAL WEAVERS USA INC. ORIENTAL WEAVERS USA INC. 401K PLAN | DALTON GA | 291 | $10.2M | $54K |
