Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Fidelity Investment Grade Bond Fund - in their Schedule of Assets, totaling $5.9M 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 | BG STAFF SERVICES, INC. BG STAFF SERVICES INC. RETIREMENT SAVINGS PLAN | PLANO TX | 22,408 | $44.3M | $2.6M |
| 2 | PROJECT MANAGEMENT INSTITUTE, INC. PROJECT MANAGEMENT INSTITUTE EMPLOYEE SAVINGS PLAN | NEWTOWN SQUARE PA | 572 | $101.4M | $1.1M |
| 3 | GIFFELS-WEBSTER ENGINEERS, INC. |
DETROIT MI |
| 102 |
| $27.3M |
| $710K |
| 4 | GASTROINTESTINAL SPECIALISTS, INC. GASTROINTESTINAL SPECIALISTS, INC. PROFIT-SHARING PLAN AND TRUST | RICHMOND VA | 73 | $29.8M | $623K |
| 5 | TRUMP PAYROLL CORP. TRUMP PAYROLL CORP. 401(K) / PROFIT SHARING PLAN | NEW YORK NY | 1,173 | $75.0M | $407K |
| 6 | HENRY AVOCADO CORPORATION HENRY AVOCADO CORPORATION | ESCONDIDO CA | 108 | $22.5M | $179K |
| 7 | WARREN PROPERTIES, INC. WARREN PROPERTIES, INC. PROFIT SHARING & SAVINGS PLAN | RANCHO SANTA FE CA | 119 | $11.3M | $160K |
| 8 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $81K |
| 9 | WESSELS COMPANY WESSELS COMPANY EMPLOYEES' SAVINGS AND INVESTMENT PLAN | GREENWOOD IN | 132 | $5.0M | $20K |
| 10 | PROMETHEUS LABORATORIES INC. PROMETHEUS LABORATORIES INC. 401(K) PLAN | SAN DIEGO CA | 118 | $14.1M | $6K |
