Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Short-Term Fixed Account Fixed Annuity Contract in their Schedule of Assets, totaling $1.2M 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 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | PHILADELPHIA PA | 12,667 | $1.3B | $795K |
| 2 | MOREHOUSE COLLEGE MOREHOUSE COLLEGE DEFINED CONTRIBUTION PLAN | ATLANTA GA | 783 | $85.1M | $248K |
| 3 | OREGON SHAKESPEARE FESTIVAL ASSOCIATION |
ASHLAND OR |
| 385 |
| $7.4M |
| $152K |
| 4 | MOREHOUSE COLLEGE MOREHOUSE COLLEGE TAX DEFERRED ANNUITY PLAN | ATLANTA GA | 603 | $17.7M | $30K |