Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 103 U.S. retirement plans report holding FID INFL-P BD IDX 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AFFINIUS CAPITAL LLC AFFINIUS CAPITAL 401K PLAN | SAN ANTONIO TX | 141 | $120.6M | $2.8M |
| 2 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA | 2,603 | $216.8M | $942K |
| 3 | LIDL US, LLC LIDL US, LLC 401(K) PLAN | ARLINGTON VA |
| 4,762 |
| $120.1M |
| $890K |
| 4 | GROUNDWATER & ENVIRONMENTAL SERV GES 401(K) PROFIT SHARING & SAVINGS PLAN | WALL TOWNSHIP NJ | 359 | $77.5M | $695K |
| 5 | HANNA, BROPHY, MACLEAN, MCALEER HANNA, BROPHY 401(K) PLAN | OAKLAND CA | 255 | $36.0M | $644K |
| 6 | CB INFORMATION SERVICES, INC. CB INSIGHTS 401(K) PLAN | NEW YORK NY | 195 | $22.3M | $434K |
| 7 | LIPPES MATHIAS LLP LIPPES MATHIAS LLP 401(K) PLAN | BUFFALO NY | 366 | $50.9M | $429K |
| 8 | HEALTHCARE MANAGEMENT SOLUTION HEALTHCARE MANAGEMENT SOLUTION LLC 401(K) PLAN | FAIRMONT WV | 186 | $18.3M | $373K |
| 9 | N.S. INTERNATIONAL, LTD. N.S. INTERNATIONAL, LTD. 401(K) PLAN | TROY MI | 196 | $41.3M | $360K |
| 10 | GQG PARTNERS LLC GQG PARTNERS LLC RETIREMENT PLAN | FORT LAUDERDALE FL | 191 | $21.5M | $320K |
