Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity* Fidelity Intermediate Bond Fund in their Schedule of Assets, totaling $47.9M 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 | ASSA ABLOY INCORPORATED ASSA ABLOY INC. RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 14,342 | $1.3B | $37.1M |
| 2 | UNIFRAX I LLC ALKEGEN 401(K) PLAN | TONAWANDA NY | 1,779 | $262.6M | $4.8M |
| 3 | OETIKER, INC. OETIKER RETIREMENT PLAN | MARLETTE MI |
| 366 |
| $52.3M |
| $3.4M |
| 4 | PROJECT MANAGEMENT INSTITUTE, INC. PROJECT MANAGEMENT INSTITUTE EMPLOYEE SAVINGS PLAN | NEWTOWN SQUARE PA | 572 | $101.4M | $829K |
| 5 | SOCIETY OF MANUFACTURING ENGINEERS SME EMPLOYEE SAVINGS PLAN | SOUTHFIELD MI | 236 | $43.7M | $807K |
| 6 | GIFFELS-WEBSTER ENGINEERS, INC. GIFFELS-WEBSTER ENGINEERS, INC. EMPLOYEES' 401(K) PLAN AND TRUST | DETROIT MI | 102 | $27.3M | $627K |
| 7 | THE MORTGAGE FIRM, INC. THE MORTGAGE FIRM, INC. 401(K) PLAN | ALTAMONTE SPRINGS FL | 327 | $31.2M | $285K |
| 8 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $77K |
| 9 | HENRY AVOCADO CORPORATION HENRY AVOCADO CORPORATION | ESCONDIDO CA | 108 | $22.5M | $42K |
