Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FID INVST GR BD Registered Investment Company in their Schedule of Assets, totaling $7.5M 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 | E2OPEN, LLC E2OPEN, LLC 401(K) PLAN | ADDISON TX | 1,103 | $189.5M | $4.0M |
| 2 | SUMITOMO MITSUI TRUST BANK (U.S.A.) LIMITED SMTBUSA 401(K) PLAN | HOBOKEN NJ | 224 | $122.0M | $1.7M |
| 3 | SUMITOMO MITSUI TRUST BANK, LIMITED SMTBNY 401(K) PLAN |
| 260 |
| $91.4M |
| $1.7M |
| 4 | FUSION SOLUTIONS LLC FUSION SOLUTIONS 401(K) PLAN | PLANO TX | 326 | $3.8M | $41K |
