Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding T. Rowe Price Short Term Bond in their Schedule of Assets, totaling $57.2M 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 | BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUND THE ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT | WHITE PLAINS NY | 49,655 | $449.9M | $47.2M |
| 2 | BOARD OF TRUSTEES SPECIAL METALS CORPORATION RETIREE BENEFITS TRUST SPECIAL METALS RETIREE VEBA MEDICAL PLAN | PITTSBURGH PA | 309 | $142.0M | $9.8M |
| 3 | SHEA, CARR & JEWELL, INC. |
LACEY WA |
| 128 |
| $11.7M |
| $112K |
| 4 | LYON GEAR & MACHINE, INC. LYON GEAR & MACHINE, INC. PROFIT SHARING PLAN AND TRUST | ROCHESTER MI | 111 | $5.9M | $45K |
| 5 | EAGLE CREEK SOFTWARE SERVICES, INC. EAGLE CREEK SOFTWARE SERVICES 401(K) PLAN | EDEN PRAIRIE MN | 247 | $19.8M | $43K |
