Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Fidelity Fidelity Total Bd K6 in their Schedule of Assets, totaling $79.0M 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 | BEACON HEALTH SYSTEM, INC. BEACON RETIREMENT SAVINGS 403(B) PLAN | SOUTH BEND IN | 7,860 | $694.9M | $38.0M |
| 2 | WILSONART LLC WILSONART SAVINGS & INVESTMENT PLAN | AUSTIN TX | 2,469 | $330.8M | $6.7M |
| 3 | VIRGINIA TRUCK CENTER, INC. EXCEL TRUCK GROUP 401(K) PLAN |
ROANOKE VA |
| 712 |
| $38.4M |
| $5.6M |
| 4 | FREEDOM MORTGAGE CORPORATION FREEDOM MORTGAGE 401K PLAN | MT. LAUREL NJ | 3,216 | $200.3M | $4.9M |
| 5 | BEACON HEALTH SYSTEM, INC. BEACON RETIREMENT SAVINGS 401(A) PLAN | SOUTH BEND IN | 1,410 | $58.8M | $3.4M |
| 6 | CARE INITIATIVES CARE INITIATIVES 403 (B) GROUP RETIREMENT PLAN | WEST DES MOINES IA | 3,365 | $33.8M | $3.3M |
| 7 | NYACK HOSPITAL NYACK HOSPITAL RETIREMENT SAVINGS PLAN | NYACK NY | 831 | $98.0M | $2.7M |
| 8 | MONTEFIORE NYACK HOSPITAL MONTEFIORE NYACK HOSPITAL 403(B) PLAN | NYACK NY | 878 | $75.1M | $2.5M |
| 9 | ST. LUKE'S HEALTH NETWORK, INC. ST. LUKE'S HEALTH NETWORK DEFINED CONTRIBUTION PLAN | ALLENTOWN PA | 17,066 | $423.0M | $1.5M |
| 10 | NEWPARK DRILLING FLUIDS LLC NEWPARK DRILLING FLUIDS 401(K) | KATY TX | 202 | $47.8M | $1.5M |
