Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fid Invst Gr Bd Mutual Fund in their Schedule of Assets, totaling $17.1M 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 | SIERRA-CEDAR COMPANIES, LLC SIERRA-CEDAR COMPANIES, LLC 401(K) PLAN | ALPHARETTA GA | 409 | $298.1M | $4.5M |
| 2 | GENON SERVICES, LLC GENON ENERGY EMPLOYEE SAVINGS PLAN | HOUSTON TX | 54 | $151.0M | $3.2M |
| 3 | MIDDOUGH INC. MIDDOUGH INC. PROFIT SHARING PLAN |
CLEVELAND OH |
| 385 |
| $74.0M |
| $2.7M |
| 4 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $1.5M |
| 5 | COMPLETE GENOMICS INC. COMPLETE GENOMICS 401(K) PLAN | SAN JOSE CA | 180 | $45.5M | $900K |
| 6 | JIM BASS FORD, INC. JIM BASS FORD, INC. 401(K) PLAN | SAN ANGELO TX | 158 | $12.1M | $750K |
| 7 | OMIDYAR NETWORK SERVICES LLC OMIDYAR NETWORK SERVICES 401(K) PLAN | REDWOOD CITY CA | 54 | $25.7M | $555K |
| 8 | SITIME CORPORATION SITIME 401(K) PLAN | SANTA CLARA CA | 191 | $40.9M | $544K |
| 9 | SURGE OPERATING, LLC SURGE OPERATING, LLC 401(K) PLAN | HOUSTON TX | 156 | $31.9M | $435K |
| 10 | TRIANZ DIGITAL CONSULTING, INC. TRIANZ RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 148 | $25.7M | $402K |
