Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding FIAM Broad Market Duration Pool in their Schedule of Assets, totaling $179.1M 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 | SUBARU OF INDIANA AUTOMOTIVE, INC. SIA RETIREMENT PLAN | LAFAYETTE IN | 5,985 | $902.6M | $33.3M |
| 2 | AMRIZE NORTH AMERICA INC. HOLCIM US UNION 401(K) PLAN AND HOLCIM US RSP MASTER TRUST | DUNDEE MI | — | $1.3B | $30.9M |
| 3 | SPARTANNASH COMPANY SPARTANNASH COMPANY SAVINGS PLUS MASTER TRUST |
GRAND RAPIDS MI |
| — |
| $744.3M |
| $23.2M |
| 4 | COPYRIGHT CLEARANCE CENTER INC. COPYRIGHT CLEARANCE CENTER, INC. DEFINED BENEFIT PLAN | DANVERS MA | 70 | $56.6M | $15.0M |
| 5 | ASSUREDPARTNERS, INC. ASSUREDPARTNERS 401(K) PLAN | ORLANDO FL | 9,755 | $1.1B | $10.1M |
| 6 | ISO NEW ENGLAND INC. ISO NEW ENGLAND INC. SUPPLEMENTAL RETIREMENT AND SAVINGS PLAN | HOLYOKE MA | 678 | $321.3M | $8.8M |
| 7 | ABT GLOBAL INC ABT ASSOCIATES INC. PROFIT SHARING AND SAVINGS PLAN | CAMBRIDGE MA | 1,215 | $427.9M | $6.5M |
| 8 | BLUE DIAMOND GROWERS BLUE DIAMOND GROWERS RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 1,461 | $162.0M | $5.9M |
| 9 | THE CAPFINANCIAL GROUP, LLC THE CAPFINANCIAL GROUP, LLC 401(K) PLAN | RALEIGH NC | 1,701 | $323.3M | $5.9M |
| 10 | AXALTA COATING SYSTEMS, LLC AXALTA COATING SYSTEMS, LLC RETIREMENT SAVINGS PLAN | GLEN MILLS PA | 3,307 | $593.9M | $5.8M |
