Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fid Us Bd Indx in their Schedule of Assets, totaling $949K 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 | PAUL MILLER, INC. PAUL MILLER & ITS AFFILIATES 401(K) PLAN | PARSIPPANY NJ | 655 | $44.5M | $329K |
| 2 | SOC LLC CREWS AUTO GROUP 401(K) PLAN | CHARLESTON SC | 145 | $8.5M | $278K |
| 3 | FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) |
LAWRENCEVILLE NJ |
| 592 |
| $57.1M |
| $124K |
| 4 | 741 EIGHTH AVENUE OWNERS LLC 741 EIGHTH AVE 401(K) PLAN | NEW YORK NY | 253 | $3.2M | $76K |
| 5 | DUDLEY DEBOSIER, APLC DUDLEY DEBOSIER, APLC 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 228 | $17.9M | $63K |
| 6 | GOODWILL INDUSTRIES OF MIDDLE GEORGIA GOODWILL INDUSTRIES OF MIDDLE GA 401(K) P/S PLAN | MACON GA | 1,291 | $7.5M | $52K |
| 7 | PORTACOOL, LLC PORTACOOL, LLC 401(K) PLAN | CENTER TX | 320 | $8.2M | $26K |
| 8 | ADULT RESOURCES CENTER, INC. (D/B/A A.R.C.) ADULT RESOURCE CENTER, INC. 403(B) PLAN | BROOKLYN NY | 285 | $2.7M | $1K |
