Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Short-term investment fund in their Schedule of Assets, totaling $38.7M 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 | OFS FITEL, LLC OFS REPRESENTED RETIREMENT PLAN | NORCROSS GA | 247 | $102.0M | $20.4M |
| 2 | NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONS THE PENSION PLAN FOR INSURANCE ORGANIZATIONS | PLYMOUTH MEETING PA | 1,803 | $1.1B | $9.8M |
| 3 | THE PROCTER & GAMBLE COMPANY |
CINCINNATI OH |
| 30,424 |
| $5.4B |
| $7.6M |
| 4 | TERADYNE, INC. & SUBSIDIARIES RETIREMENT PLAN FOR EMPLOYEES OF TERADYNE, INC. | NORTH READING MA | 329 | $81.6M | $797K |
| 5 | ELI LILLY AND COMPANY LILLY SAVINGS PLAN MASTER TRUST FUND B | INDIANAPOLIS IN | — | $13.5B | $84K |
| 6 | TRANSCONTINENTAL US LLC RETIREMENT PLAN OF TRANSCONTINENTAL US LLC | CHICAGO IL | 121 | $52.7M | $16K |
| 7 | SOUTHERN CALIFORNIA EDISON COMPANY THE SOUTHERN CALIFORNIA EDISON COMPANY RETIREMENT PLAN | ROSEMEAD CA | 8,726 | $4.7B | $7K |