Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Fidelity Inflation-Prot Bd Idx in their Schedule of Assets, totaling $34.0M 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 | TUALITY HEALTHCARE TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B) | HILLSBORO OR | 1,323 | $120.4M | $5.9M |
| 2 | THE WASHINGTON HOSPITAL THE WASHINGTON HOSPITAL RETIREMENT & SAVINGS PLAN | WASHINGTON PA | 1,554 | $119.8M | $3.6M |
| 3 | PERFICIENT, INC. THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN |
ST. LOUIS MO |
| 2,450 |
| $391.4M |
| $3.5M |
| 4 | ABC LIQUORS, INC. DBA ABC FINE WINE & SPIRITS ABC FINE WINE & SPIRITS 401K RETIREMENT & SAVINGS PLAN | ORLANDO FL | 1,083 | $45.0M | $2.6M |
| 5 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $2.1M |
| 6 | VERMONT MUTUAL INSURANCE COMPANY VERMONT MUTUAL INSURANCE COMPANY 401(K) PLAN | MONTPELIER VT | 343 | $76.4M | $2.0M |
| 7 | COMMUNITY BLOOD CENTER, ALSO DBA COMMUNITY TISSUE SERVICES CBC/CTS 401K PLAN | DAYTON OH | 1,005 | $79.1M | $2.0M |
| 8 | KUAKINI HEALTH SYSTEM KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN | HONOLULU HI | 957 | $163.4M | $1.9M |
| 9 | OPEN SOCIETY INSTITUTE OPEN SOCIETY INSTITUTE RETIREMENT PLAN | NEW YORK NY | 278 | $230.0M | $1.5M |
| 10 | SUNSTATE EQUIPMENT CO., LLC SUNSTATE EQUIPMENT CO., LLC RETIREMENT SAVINGS PLAN AND TRUST | PHOENIX AZ | 2,256 | $164.0M | $1.4M |
