Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 65 U.S. retirement plans report holding Fidelity** Fidelity Total Bond K6 in their Schedule of Assets, totaling $135.5M 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 | SOUTH SHORE HOSPITAL, INC. SOUTH SHORE HEALTH RETIREMENT SAVINGS PLAN | NORWELL MA | 6,459 | $726.9M | $33.7M |
| 2 | FORVIS MAZARS, LLP FORVIS MAZARS, LLP EMPLOYEES' SAVINGS PLAN I | SPRINGFIELD MO | 2,471 | $954.6M | $13.6M |
| 3 | SCHOOLSFIRST FEDERAL CREDIT UNION SCHOOLSFIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN |
TUSTIN CA |
| 2,905 |
| $440.1M |
| $10.4M |
| 4 | FORVIS MAZARS, LLP FORVIS MAZARS, LLP EMPLOYEES SAVINGS PLAN II | SPRINGFIELD MO | 2,551 | $881.2M | $9.2M |
| 5 | MERRITT HOSPITALITY LLC HEI HOTELS AND RESORTS 401(K) PLAN | NORWALK CT | 10,066 | $198.2M | $6.9M |
| 6 | LUFTHANSA GERMAN AIRLINES VOLUNTARY INVESTMENT PLAN FOR EMPLOYEES OF LUFTHANSA | UNIONDALE NY | 1,858 | $353.8M | $6.9M |
| 7 | IFS NORTH AMERICA, INC. IFS NORTH AMERICA 401(K) PLAN | ITASCA IL | 721 | $195.6M | $6.0M |
| 8 | DICKINSON WRIGHT PLLC DICKINSON WRIGHT PLLC RETIREMENT AND 401K SAVINGS | TROY MI | 870 | $304.9M | $4.6M |
| 9 | IBEW 375 ELECTRICIANS' RETIREMENT PLAN IBEW LOCAL UNION 375 ELECTRICIANS' RETIREMENT PLAN | ALLENTOWN PA | 750 | $193.3M | $4.3M |
| 10 | LUMINIS HEALTH DOCTORS COMMUNITY MEDICAL CENTER, INC. DOCTORS COMMUNITY HOSPITAL CASH BALANCE PENSION PLAN AND TRUST | ANNAPOLIS MD | 257 | $16.0M | $3.0M |
