Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Intermediate Treasury Bond Idx in their Schedule of Assets, totaling $1.2M 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 | WARE INDUSTRIES, INC. WARE INDUSTRIES, INC. 401(K) RETIREMENT PLAN | SOUTH PLAINFIELD NJ | 310 | $22.9M | $527K |
| 2 | CHATTANOOGA ORTHOPAEDIC GROUP P.C. CHATTANOOGA ORTHOPAEDIC GROUP, P.C. 401(K) PROFIT SHARING PLAN | CHATTANOOGA TN | 419 | $51.8M | $349K |
| 3 | SECURE HORIZONS RETIREMENT PLAN LLC |
LAKE MARY FL |
| 2,753 |
| $139.0M |
| $302K |
| 4 | INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH INTERMOUNTAIN ELECTRONICS, INC. OF PRICE, UTAH 401(K) PROFIT SHARING PLAN | PRICE UT | 587 | $36.8M | $50K |
