Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FID INFL PR BD IDX Registered Investment Companies in their Schedule of Assets, totaling $1.1M 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 | THE GEORGE WASHINGTON UNIVERSITY THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN | ASHBURN VA | 8,147 | $1.6B | $553K |
| 2 | THE GEORGE WASHINGTON UNIVERSITY THE GEORGE WASHINGTON UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF | ASHBURN VA | 4,055 | $1.4B | $478K |
| 3 | GREGORY ELECTRIC COMPANY, INC. |
COLUMBIA SC |
| 220 |
| $20.3M |
| $115K |
