Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fid Intermed Bond Mutual Fund in their Schedule of Assets, totaling $8.0M 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 | AMERICAN SOFTWARE, INC. AMERICAN SOFTWARE, INC. 401(K)/PROFIT SHARING PLAN | ATLANTA GA | 227 | $78.5M | $2.4M |
| 2 | BERNARDS BROS. INC. BERNARDS BROS. INC. 401(K) PROFIT SHARING PLAN | SAN FERNANDO CA | 352 | $58.6M | $1.4M |
| 3 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN |
NEW YORK NY |
| 90 |
| $44.5M |
| $1.0M |
| 4 | LORAL SPACE & COMMUNICATIONS INC. LORAL SAVINGS PLAN | — | 118 | $34.1M | $981K |
| 5 | CMI MARKETING, INC. CMI MARKETING, INC 401(K) PLAN | NEW YORK NY | 337 | $33.3M | $599K |
| 6 | TRIANZ DIGITAL CONSULTING, INC. TRIANZ RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 148 | $25.7M | $442K |
| 7 | JIM BASS FORD, INC. JIM BASS FORD, INC. 401(K) PLAN | SAN ANGELO TX | 158 | $12.1M | $395K |
| 8 | RISKSPAN, INC. RISKSPAN, INC. 401(K) PLAN | ARLINGTON VA | 80 | $16.7M | $388K |
| 9 | CUSTOM HOUSE HOTEL CO., LTD. DBA PORTOLA HOTEL & S PORTOLA HOTEL & SPA AT MONTEREY BAY 401(K) PLAN | MONTEREY CA | 337 | $7.9M | $140K |
| 10 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $71K |
