Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Fid Intermed Bond in their Schedule of Assets, totaling $5.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROUX ASSOCIATES, INC. ROUX ASSOCIATES, INC. PROFIT SHARING/401K PLAN | ISLANDIA NY | 440 | $109.6M | $2.6M |
| 2 | ASHFORTH PROPERTIES INC. THE ASHFORTH COMPANY 401(K) SAVINGS PLAN | STAMFORD CT | 113 | $43.3M | $1.7M |
| 3 | MMC HOLDING OF BROOKLYN, INC. MMC HOLDING OF BROOKLYN, INC. 401(K) PLAN |
BROOKLYN NY |
| 40 |
| $32.5M |
| $819K |
| 4 | TRITON CONSTRUCTION COMPANY, LLC TRITON CONSTRUCTION 401K PLAN | NEW YORK NY | 114 | $31.3M | $110K |
| 5 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $22K |
| 6 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND VA | 6,105 | $1.3B | $2K |
