Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID LT TR BD IDX in their Schedule of Assets, totaling $683K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $313K |
| 2 | HUNT VALLEY HOLDINGS LLC FUNDAMENTAL RETIREMENT SAVINGS PLAN | SPARKS MD | 8,516 | $122.5M | $228K |
| 3 | BGB COMMUNICATIONS, LLC |
NEW YORK NY |
| 423 |
| $51.2M |
| $74K |
| 4 | MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH NJ | 966 | $359.0M | $43K |
| 5 | PAYLINK PAYMENT PLANS, LLC PAYLINK PAYMENT PLANS, LLC 401(K) PLAN | CHICAGO IL | 137 | $13.5M | $23K |
| 6 | HAMILTON COLLEGE HAMILTON COLLEGE 403(B) RETIREMENT PLAN | CLINTON NY | 772 | $351.8M | $1K |
| 7 | SMITH BROTHERS HOLDINGS, INC. SMITH BROTHERS FARMS 401K PROFIT SHARING PLAN | KENT WA | 238 | $12.7M | $4 |
