Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FID US Bond IDX Registered investment companies in their Schedule of Assets, totaling $19.2M 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 | SUMMA HEALTH SUMMA HEALTH 403(B) RETIREMENT SAVINGS PLAN | AKRON OH | 4,479 | $855.2M | $6.8M |
| 2 | THE GEORGE WASHINGTON UNIVERSITY THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN | ASHBURN VA | 8,147 | $1.6B | $5.8M |
| 3 | THE GEORGE WASHINGTON UNIVERSITY |
ASHBURN VA |
| 4,055 |
| $1.4B |
| $4.7M |
| 4 | OECONNECTION LLC OECONNECTION 401(K) PLAN | FAIRLAWN OH | 629 | $76.8M | $844K |
| 5 | NOR-LAKE INC. DBA REFRIGERATED SOLUTIONS GROUP REFRIGERATED SOLUTIONS GROUP RETIREMENT SAVINGS PLAN | HUDSON WI | 460 | $31.6M | $387K |
| 6 | SUMMA HEALTH SUMMA HEALTH 401(K) RETIREMENT SAVINGS PLAN | AKRON OH | 922 | $62.4M | $309K |
| 7 | GREGORY ELECTRIC COMPANY, INC. GREGORY ELECTRIC COMPANY, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | COLUMBIA SC | 220 | $20.3M | $151K |
| 8 | HUGHES ENTERPRISES, INC. HUGHES ENTERPRISES, INC. 401(K) RETIREMENT PLAN | LOMBARD IL | 532 | $12.6M | $101K |
| 9 | OLYMPIA TILE (USA), INC. OLYMPIA TILE (USA), INC. 401(K) PROFIT SHARING PLAN | PLYMOUTH MN | 199 | $13.1M | $83K |
| 10 | OREGON IMAGING CENTERS, L.L.C. OREGON IMAGING CENTERS, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST | EUGENE OR | 173 | $14.1M | $6K |
