Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity Intermediate Bond in their Schedule of Assets, totaling $4.6M 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 | NATIONAL SCHOOL BOARDS ASSOCIATION NATIONAL SCHOOL BOARDS ASSOCIATION PENSION PLAN | ALEXANDRIA VA | 3 | $30.6M | $3.1M |
| 2 | VECTOR NORTH AMERICA, INC. VECTOR NORTH AMERICA, INC. 401(K) PLAN | NOVI MI | 156 | $60.6M | $1.1M |
| 3 | REGENCY INTEGRATED HEALTH SERVICES |
VICTORIA TX |
| 9,579 |
| $13.5M |
| $331K |
| 4 | FOX-ROWDEN-MCBRAYER, LLC FRM 401(K) RETIREMENT PLAN | BUFORD GA | 200 | $21.2M | $107K |
| 5 | ENGLISH LANGUAGE INSTITUTE/CHINA ENGLISH LANGUAGE INSTITUTE IN CHINA 403(B) PLAN | FORT COLLINS CO | 342 | $14.2M | $6K |