Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Fidelity* Fidelity Total Bond Fund in their Schedule of Assets, totaling $29.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIVANOVA USA,INC. LIVANOVA USA,INC. CASH BALANCE RETIREMENT PLAN | HOUSTON TX | 0 | $7.6M | $5.3M |
| 2 | SECURITY LOCK DISTRIBUTORS, INC. SECURITY LOCK DISTRIBUTORS, INC. CASH BALANCE PLAN | WESTWOOD MA | 223 | $12.1M | $3.3M |
| 3 | LJB INC. LJB INC. EMPLOYEE RETIREMENT PLAN |
MIAMISBURG OH |
| 295 |
| $47.9M |
| $2.5M |
| 4 | TAIHO ONCOLOGY, INC. TAIHO ONCOLOGY 401(K) PROFIT SHARING PLAN | PRINCETON NJ | 397 | $123.9M | $2.3M |
| 5 | CAROLINA NEUROSURGERY & SPINE ASSOCIATES PA CAROLINA NEUROSURGERY & SPINE ASSOCIATES, PA EMPLOYEES SAVINGS PLAN | CHARLOTTE NC | 477 | $109.4M | $2.0M |
| 6 | POWELL'S BOOKS, INC. POWELL'S BOOKS RETIREMENT 401(K) AND SAVINGS PLAN | PORTLAND OR | 312 | $30.5M | $1.9M |
| 7 | LBA REALTY, LLC LBA REALTY 401(K) PLAN | IRVINE CA | 252 | $56.6M | $1.8M |
| 8 | THE CROSBY COMPANY OF NEW HAMPSHIRE, LLC THE CROSBY COMPANY OF NEW HAMPSHIRE, LLC 401(K) PLAN | SALEM NH | 196 | $69.5M | $1.4M |
| 9 | LEWIS MANAGEMENT CORP. LEWIS MANAGEMENT CORP. 401(K) PLAN | UPLAND CA | 668 | $72.0M | $1.1M |
| 10 | TRUMP PAYROLL CORP. TRUMP PAYROLL CORP. 401(K) / PROFIT SHARING PLAN | NEW YORK NY | 1,173 | $75.0M | $801K |
