Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Fid Us Bond Idx in their Schedule of Assets, totaling $253.8M 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 | WEC ENERGY GROUP, INC. WEC ENERGY GROUP EMPLOYEE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 3,713 | $2.0B | $68.8M |
| 2 | WEC ENERGY GROUP, INC. WEC ENERGY GROUP RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 3,358 | $1.7B | $58.3M |
| 3 | AMRIZE NORTH AMERICA INC. HOLCIM (US) INC. RETIREMENT SAVINGS PLAN |
DUNDEE MI |
| 9,028 |
| $1.3B |
| $21.7M |
| 4 | BLUE CROSS BLUE SHIELD OF MICHIGAN BLUE CROSS BLUE SHIELD OF MICHIGAN 401(K) MASTER TRUST | DETROIT MI | — | $2.2B | $18.2M |
| 5 | UMB FINANCIAL CORPORATION UMB MASTER TRUST | KANSAS CITY MO | — | $777.9M | $13.6M |
| 6 | CLEARY GOTTLIEB STEEN & HAMILTON LLP CLEARY GOTTLIEB STEEN & HAMILTON LLP TAX OPPORTUNITY PLAN FOR SAVINGS (PLAN B) | NEW YORK NY | 1,025 | $563.5M | $9.1M |
| 7 | A. O. SMITH CORPORATION A. O. SMITH CORPORATION MASTER TRUST | MILWAUKEE WI | — | $595.1M | $7.6M |
| 8 | IHEART COMMUNICATIONS, INC. IHEART MEDIA, INC. 401K SAVINGS PLAN | DALLAS TX | 8,743 | $1.4B | $6.7M |
| 9 | AMERICAN CAST IRON PIPE COMPANY ACIPCO 401(K) PLAN | BIRMINGHAM AL | 2,699 | $534.1M | $6.6M |
| 10 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $5.1M |
