Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Short-Term Treasury Bond Index - in their Schedule of Assets, totaling $6.5M 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 | DEPAUL UNIVERSITY DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN | CHICAGO IL | 3,976 | $1.3B | $5.3M |
| 2 | MAGOTTEAUX, INC. MAGOTTEAUX, INC. ASSET ACCUMULATION 401(K) RETIREMENT PLAN | FRANKLIN TN | 200 | $45.5M | $609K |
| 3 | UPHAMS CORNER HEALTH COMMITTEE, INC. UPHAMS CORNER HEALTH COMMITTEE, INC. 403(B) RETIREMENT PLAN |
BOSTON MA |
| 502 |
| $27.3M |
| $487K |
| 4 | GERSHMAN INVESTMENT CORP. GERSHMAN INVESTMENT CORP. EMPLOYEES SAVINGS TRUST | CHESTERFIELD MO | 231 | $29.3M | $52K |
| 5 | SESLOC CREDIT UNION SESLOC CREDIT UNION 401(K) PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 187 | $17.0M | $32K |
| 6 | LEK CONSULTING LLC LEK CONSULTING 401(K) PLAN | BOSTON MA | 683 | $190.2M | $12K |
| 7 | GAME CREEK VIDEO, LLC GAME CREEK VIDEO 401(K) PLAN | HUDSON NH | 304 | $27.3M | $7K |