Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Empower Annuity Insurance Company of America Fidelity US Bond Index in their Schedule of Assets, totaling $2.3M 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 | ANY HOUR, LLC ANY HOUR 401(K) PLAN | OREM UT | 2,440 | $37.9M | $1.2M |
| 2 | PLAN COMPLIANCE SERVICES, INC. QBOX POOLED EMPLOYER PLAN | CLEARWATER FL | 313 | $11.0M | $573K |
| 3 | PLAN COMPLIANCE SERVICES, INC. RISK STRATEGIES POOLED EMPLOYER PLAN FOR PRIVATE EQUITY PORTFOLIO CO'S |
CLEARWATER FL |
| 1,167 |
| $72.1M |
| $492K |
| 4 | PENSACOLA HEALTH PARTNERS PENSACOLA HEALTH PARTNERS 401K PLAN | RICHMOND KY | 812 | $2.2M | $5K |
| 5 | PLAN COMPLIANCE SERVICES, INC. RISK STRATEGIES PREVAILING WAGE RETIREMENT PROGRAM | CLEARWATER FL | 5,922 | $22.9M | $5K |
