Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Short Term Bond Index Fund in their Schedule of Assets, totaling $1.6M 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 | MEDICAL GROUP OF BEVERLY HILLS, INC. MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 261 | $146.7M | $1.3M |
| 2 | BOARD OF TRUSTEES, LABOR UNIONS 401(K) PLAN LABOR UNIONS 401K PLAN | SAN DIEGO CA | 3,614 | $73.7M | $292K |
| 3 | GOODWILL INDUSTRIES OF CENTRAL ALABAMA, INC. |
MONTGOMERY AL |
| 135 |
| $3.9M |
| $16K |
