Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity Short-Term Treasury Bond Index Fund " in their Schedule of Assets, totaling $5.2M 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 | ROCKET SOFTWARE, INC. ROCKET SOFTWARE, INC. 401(K) PLAN | WALTHAM MA | 1,230 | $275.6M | $1.3M |
| 2 | DUNHAM ASSOCIATES, INC. DUNHAM ASSOCIATES, INC. 401(K) PLAN | MINNEAPOLIS MN | 141 | $47.8M | $852K |
| 3 | CFG BANK CFG BANK 401(K) PROFIT SHARING PLAN AND TRUST |
BALTIMORE MD |
| 299 |
| $29.4M |
| $816K |
| 4 | DATA CENTER, INC. DATA CENTER, INC. SAVINGS & RETIREMENT PLAN | HUTCHINSON KS | 317 | $64.2M | $565K |
| 5 | GSI ENVIRONMENTAL, INC. GSI ENVIRONMENTAL, INC. PROFIT SHARING PLAN. | HOUSTON TX | 216 | $56.3M | $456K |
| 6 | JOHN R. JURGENSEN & ASSOCIATED COMPANIES JURGENSEN COMPANIES SALARIED RETIREMENT PLAN | CINCINNATI OH | 185 | $67.6M | $215K |
| 7 | W. E. AUBUCHON CO., INC. W. E. AUBUCHON CO., INC. 401(K) RETIREMENT PLAN | WESTMINSTER MA | 1,896 | $58.1M | $209K |
| 8 | ACCURIS ACCURIS 401(K) PLAN | DENVER CO | 267 | $62.9M | $192K |
| 9 | JOHN R. JURGENSEN & ASSOCIATED COMPANIES PHR 401(K) PLAN FOR HOURLY EMPLOYEES | CINCINNATI OH | 283 | $18.1M | $131K |
| 10 | GREENWOOD RACING, INC. GREENWOOD RACING RETIREMENT SAVINGS PLAN | BENSALEM PA | 2,764 | $111.4M | $130K |
