Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding FIAM U.S. BOND INDEX COMMINGLED POO in their Schedule of Assets, totaling $1.0B 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 | KOCH COMPANIES, LLC KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST | WICHITA KS | — | $13.4B | $413.8M |
| 2 | MANTECH INTERNATIONAL CORPORATION MANTECH INTERNATIONAL 401(K) PLAN | HERNDON VA | 8,433 | $1.7B | $101.0M |
| 3 | CITIZENS FINANCIAL GROUP, INC. CFG RETIREMENT SAVINGS PLAN |
JOHNSTON RI |
| 17,701 |
| $3.2B |
| $91.8M |
| 4 | RYDER SYSTEM, INC. RYDER SYSTEM, INC. 401(K) SAVINGS PLAN | ALPHARETTA GA | 44,069 | $2.3B | $88.4M |
| 5 | ROLLS ROYCE CORPORATION ROLLS ROYCE NORTH AMERICA 401K SAVINGS PLAN MASTER TRUST | RESTON VA | — | $1.9B | $64.7M |
| 6 | KYNDRYL, INC. KYNDRYL 401K PLAN | NEW YORK NY | 5,741 | $764.4M | $64.6M |
| 7 | BERTELSMANN, INC. BERTELSMANN 401(K) SAVINGS PLAN | NEW YORK NY | 9,217 | $2.0B | $59.7M |
| 8 | SMITHS GROUP SERVICES CORPORATION SMITHS GROUP INCENTIVE SAVINGS PLAN | WASHINGTON DC | 6,215 | $1.0B | $50.9M |
| 9 | BIOMERIEUX, INC. BIOMERIEUX, INC. EMPLOYEE SAVINGS PLAN | DURHAM NC | 6,473 | $1.1B | $40.9M |
| 10 | AMWINS GROUP, INC. AMWINS GROUP, INC. 401(K) PLAN | CHARLOTTE NC | 6,644 | $844.5M | $31.1M |
