Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Corporate Bond Fund Mutual fund in their Schedule of Assets, totaling $1.9M 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 | PREFERRED PUMP & EQUIPMENT, L.P. PREFERRED PUMP & EQUIPMENT, L.P. 401(K) PLAN | FT WORTH TX | 680 | $77.4M | $1.7M |
| 2 | MAKENA CAPITAL MANAGEMENT, LLC MAKENA 401(K) PLAN | MENLO PARK CA | 79 | $35.7M | $169K |