Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fid Infl Pr Bd Idx Mutual Funds in their Schedule of Assets, totaling $1.4M 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 | BUCKLEY ASSOCIATES, INC. BUCKLEY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | HANOVER MA | 158 | $51.4M | $893K |
| 2 | THE EPHRATA NATIONAL BANK ENB FINANCIAL CORP 401(K) SAVINGS PLAN | EPHRATA PA | 303 | $33.0M | $131K |
| 3 | MIDDLESEX SCHOOL MIDDLESEX SCHOOL SAVINGS PLAN |
CONCORD MA |
| 207 |
| $23.8M |
| $129K |
| 4 | DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. 401(K) & PROFIT SHARING PLAN | ESCANABA MI | 201 | $16.4M | $98K |
| 5 | GERBER CIANO KELLY BRADY LLP GERBER CIANO KELLY BRADY LLP 401(K) PLAN | BUFFALO NY | 132 | $10.2M | $72K |
| 6 | R.L. YOUNG, LLC YOUNG & ASSOCIATES 401(K) PLAN | DES PERES MO | 724 | $26.2M | $27K |
| 7 | RESOURCES FOR HUMAN DEVELOPMENT, INC. RHD INVESTORS CHOICE 403(B) PLAN | PHILADELPHIA PA | 3,383 | $23.8M | $18K |
| 8 | WRENCH, INC. WRENCH, INC. 401(K) PLAN | SEATTLE WA | 68 | $2.7M | $10K |
