Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding US SHORTTERM GOVT/CREDIT BOND INDEX in their Schedule of Assets, totaling $15.2M 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 | HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST TARGET RETIREMENT INCOME FUND | KANSAS CITY MO | — | $29.0M | $5.8M |
| 2 | ITT INDUSTRIES HOLDINGS, INC ITT RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,459 | $601.1M | $3.8M |
| 3 | GRAPHIC PACKAGING INTERNATIONAL, LLC |
ATLANTA GA |
| — |
| $1.8B |
| $2.3M |
| 4 | INTERNATIONAL UNION OF OPERATING ENG. JT ANNUITY FD OF EASTERN PENNSYL INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT ANNUITY FUND OF EASTERN PENNSYLVANIA AND DELAWARE | FORT WASHINGTON PA | 9,477 | $562.5M | $1.6M |
| 5 | PENSKE AUTOMOTIVE GROUP, INC. PENSKE AUTOMOTIVE GROUP 401(K) SAVINGS AND RETIREMENT PLAN | BLOOMFIELD HILLS MI | 13,542 | $1.1B | $1.6M |
| 6 | WORLD CHOICE INVESTMENTS, LLC & GREAT CHOICE INVESTMENTS, LLC WORLD CHOICE INVESTMENTS, LLC & GREAT CHOICE INVESTMENTS, LLC 401(K) PLAN | PIGEON FORGE TN | 633 | $7.2M | $23K |
