Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Fid Total Bond Mutual Fund in their Schedule of Assets, totaling $20.0M 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 | THERAPEUTIC ASSOCIATES, INC. THERAPEUTIC ASSOCIATES, INC. PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN | KENT WA | 1,114 | $125.2M | $3.8M |
| 2 | WNET AND SUBSIDIARIES TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 364 | $167.3M | $3.5M |
| 3 | EPI-USE AMERICA INC |
ATLANTA GA |
| 392 |
| $77.2M |
| $2.9M |
| 4 | JANUS RESEARCH GROUP, LLC JANUS RESEARCH GROUP 401(K) PLAN | EVANS GA | 597 | $62.1M | $1.3M |
| 5 | MYSTIC, INC. HERMAN KAY COMPANY, INCORPORATED EMPLOYEE 401K SAVINGS PLAN | NEW YORK NY | 118 | $22.1M | $903K |
| 6 | AMERICAN SOFTWARE, INC. AMERICAN SOFTWARE, INC. 401(K)/PROFIT SHARING PLAN | ATLANTA GA | 227 | $78.5M | $875K |
| 7 | EOC HOLDINGS. LLC EOC HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 473 | $45.5M | $723K |
| 8 | CROSSOVER HEALTH MANAGEMENT SERVICES, INC. CROSSOVER HEALTH 401(K) PLAN | SAN CLEMENTE CA | 1,231 | $76.6M | $684K |
| 9 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH RETIREMENT & SAVINGS 401K PLAN | PALO ALTO CA | 144 | $42.4M | $680K |
| 10 | PREFERRED MEDICAL MARKETING CORPORATION PREFERRED MEDICAL MARKETING CORPORATION 401(K) PLAN | CHARLOTTE NC | 145 | $15.5M | $667K |
