Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding FID INVST GR BD in their Schedule of Assets, totaling $18.9M 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 | SOUTHWORTH-MILTON INC MILTON CAT 401(K) PLAN | MILFORD MA | 1,381 | $156.8M | $9.4M |
| 2 | TOWER SEMICONDUCTOR NEWPORT BEACH INC. TOWER SEMICONDUCTOR NEWPORT BEACH RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 1,103 | $176.2M | $5.3M |
| 3 | LONGVIEW POWER, LLC LONGVIEW POWER, LLC 401(K) PLAN |
MAIDSVILLE WV |
| 153 |
| $30.9M |
| $1.2M |
| 4 | BGB COMMUNICATIONS, LLC BGB COMMUNICATIONS LLC 401(K) PLAN | NEW YORK NY | 423 | $51.2M | $954K |
| 5 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $600K |
| 6 | GREAT CENTRAL LUMBER COMPANY MILLMAN COMPANIES PROFIT SHARING PLAN | ST. LOUIS MO | 403 | $39.2M | $598K |
| 7 | NALU MEDICAL, INC. NALU MEDICAL, INC. 401(K) PLAN | CARLSBAD CA | 227 | $12.1M | $308K |
| 8 | THE INSTITUTE FOR APPLIED NETWORK SECURITY THE INSTITUTE FOR APPLIED NETWORK SECURITY 401(K) PLAN | BOSTON MA | 200 | $14.6M | $177K |
| 9 | HAMILTON COLLEGE HAMILTON COLLEGE 403(B) RETIREMENT PLAN | CLINTON NY | 772 | $351.8M | $174K |
| 10 | MEDIACO OPERATIONS LLC MEDIACO OPERATIONS, LLC 401(K) PLAN | BURBANK CA | 309 | $7.6M | $126K |
