Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Short-Term Treasury Bond Index Fund Mutual fund # in their Schedule of Assets, totaling $67.6M 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 | ODYSSEY REINSURANCE COMPANY ODYSSEY REINSURANCE COMPANY RESTATED EMPLOYEES RETIREMENT PLAN | STAMFORD CT | 190 | $228.3M | $64.1M |
| 2 | LGC LGC 401(K) SAVINGS PLAN | MANCHESTER NH | 1,210 | $110.1M | $1.2M |
| 3 | WESTERN NEVADA SUPPLY CO. WESTERN NEVADA SUPPLY COMPANY 401(K) PLAN |
SPARKS NV |
| 389 |
| $40.7M |
| $557K |
| 4 | DONAHUE FITZGERALD LLP DONAHUE FITZGERALD LLP 401(K) PROFIT SHARING PLAN | OAKLAND CA | 96 | $52.9M | $328K |
| 5 | ETHOS GROUP, INC. ETHOS GROUP 401(K) PLAN | IRVING TX | 650 | $59.1M | $248K |
| 6 | CENTRAL BANCSHARES, INC. CENTRAL BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | HOUSTON TX | 158 | $34.7M | $161K |
| 7 | LENSING WHOLESALE INC. LENSING WHOLESALE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | EVANSVILLE IN | 135 | $13.1M | $159K |
| 8 | WILLIAMS LUMBER INC. WILLIAMS LUMBER INC. 401(K) PROFIT SHARING PLAN | RHINEBECK NY | 322 | $14.2M | $156K |
| 9 | BAKER ENGINEERING AND RISK CONSULTANTS, INC BAKER ENGINEERING AND RISK CONSULTANTS 401(K) PROFIT SHARING PLAN | SAN ANTONIO TX | 189 | $65.9M | $139K |
| 10 | DATTNER ARCHITECTS DATTNER ARCHITECTS 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 142 | $23.8M | $111K |
