Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding FID INFL PR BD IDX Registered Investment Company - in their Schedule of Assets, totaling $12.8M 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 | ZIMMER BIOMET HOLDINGS, INC. ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM MASTER TRUST | WARSAW IN | — | $1.5B | $9.5M |
| 2 | NAVIENT CORPORATION NAVIENT 401(K) SAVINGS PLAN | WILMINGTON DE | 1,698 | $694.0M | $1.4M |
| 3 | CORE BTS, INC. CORE BTS 401(K) RETIREMENT PLAN |
INDIANAPOLIS IN |
| 547 |
| $97.8M |
| $788K |
| 4 | CALIFORNIA CASUALTY MANAGEMENT COMPANY CALIFORNIA CASUALTY MANAGEMENT COMPANY MASTER TRUST | SAN MATEO CA | — | $136.7M | $467K |
| 5 | IMPINJ, INC. IMPINJ, INC. 401(K) PLAN | SEATTLE WA | 352 | $71.1M | $260K |
| 6 | PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 154 | $63.7M | $155K |
| 7 | SOUNDTHINKING, INC. SOUNDTHINKING, INC. 401(K) PLAN | FREMONT CA | 323 | $18.2M | $77K |
| 8 | TEPA, LLC TEPA, LLC 401(K) RETIREMENT PLAN | KANSAS CITY MO | 503 | $30.0M | $38K |
| 9 | BLUE STREAM COMMUNICATIONS BLUE STREAM FIBER 401(K) PLAN | CORAL SPRINGS FL | 511 | $15.6M | $26K |
| 10 | REALSELF, INC. REALSELF, INC 401(K) RETIREMENT PLAN | SEATTLE WA | 25 | $18.5M | $18K |
