Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fid Total Bond K6 Registered investment company in their Schedule of Assets, totaling $88.5M 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 | INDUSTRIAL TECHNOLOGIES AND SERVICES, LLC GARDNER DENVER, INC. MASTER TRUST | DAVIDSON NC | — | $1.4B | $28.0M |
| 2 | NVR, INC. NVR, INC. PROFIT SHARING PLAN AND ESOP MASTER TRUST | RESTON VA | — | $2.3B | $18.1M |
| 3 | LEVI STRAUSS & CO. LEVI STRAUSS & CO. INVESTMENT PLAN MASTER TR - DC |
SAN FRANCISCO CA |
| — |
| $1.1B |
| $12.1M |
| 4 | LEVI STRAUSS & CO. EMPLOYEE SAVINGS AND INVESTMENT PLAN OF LEVI STRAUSS & CO. | SAN FRANCISCO CA | 6,160 | $1.0B | $11.6M |
| 5 | PROOFPOINT, INC PROOFPOINT 401(K) PLAN | SUNNYVALE CA | 2,793 | $438.2M | $4.2M |
| 6 | GIGAMON, INC. GIGAMON, INC. 401(K) PLAN | SANTA CLARA CA | 488 | $160.1M | $3.3M |
| 7 | CARTAMUNDI EAST LONGMEADOW LLC CARTAMUNDI NORTH AMERICA 401(K) PLAN | EAST LONGMEADOW MA | 978 | $77.9M | $2.5M |
| 8 | ELEVATIONS CREDIT UNION ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN | BOULDER CO | 573 | $78.2M | $2.4M |
| 9 | IRHYTHM TECHNOLOGIES IRHYTHM TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 1,762 | $133.0M | $1.6M |
| 10 | PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 154 | $63.7M | $1.5M |
