Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Fidelity Total Bd K6 in their Schedule of Assets, totaling $33.0M 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 | VIRGINIA TRUCK CENTER, INC. EXCEL TRUCK GROUP 401(K) PLAN | ROANOKE VA | 712 | $38.4M | $5.6M |
| 2 | FREEDOM MORTGAGE CORPORATION FREEDOM MORTGAGE 401K PLAN | MT. LAUREL NJ | 3,216 | $200.3M | $4.9M |
| 3 | BEACON HEALTH SYSTEM, INC. BEACON RETIREMENT SAVINGS 401(A) PLAN |
SOUTH BEND IN |
| 1,410 |
| $58.8M |
| $3.4M |
| 4 | CARE INITIATIVES CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN | WEST DES MOINES IA | 3,365 | $33.8M | $3.3M |
| 5 | NYACK HOSPITAL NYACK HOSPITAL RETIREMENT SAVINGS PLAN | NYACK NY | 831 | $98.0M | $2.7M |
| 6 | MONTEFIORE NYACK HOSPITAL MONTEFIORE NYACK HOSPITAL 403(B) PLAN | NYACK NY | 878 | $75.1M | $2.5M |
| 7 | ST. LUKE'S HEALTH NETWORK, INC. ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN | ALLENTOWN PA | 17,066 | $423.0M | $1.5M |
| 8 | NEWPARK DRILLING FLUIDS LLC NEWPARK DRILLING FLUIDS 401(K) | KATY TX | 202 | $47.8M | $1.5M |
| 9 | LEONA ARIZONA EMPLOYMENT GROUP, INC LAEG 401(K) PLAN | PHOENIX AZ | 730 | $27.1M | $1.4M |
| 10 | IV MEDIA LLC IV MEDIA LLC 401(K) RETIREMENT PLAN | EDEN PRAIRIE MN | 460 | $44.6M | $1.1M |
