Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Short-Term Treasury Bond Index Fund Registered Investment Company in their Schedule of Assets, totaling $124K 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 | J. LOHR WINERY CORPORATION J. LOHR EMPLOYEES RETIREMENT PLAN | SAN JOSE CA | 207 | $43.5M | $93K |
| 2 | ENERGY TRUST OF OREGON, INC. ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN | PORTLAND OR | 175 | $29.0M | $31K |
