Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fidelity Fidelity Total Bond - in their Schedule of Assets, totaling $75.4M 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 | EDUCATIONAL TESTING SERVICE EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN | PRINCETON NJ | 3,512 | $982.3M | $18.8M |
| 2 | ROUSH INDUSTRIES, INC. ROUSH 401(K) PROFIT SHARING PLAN | LIVONIA MI | 4,518 | $366.5M | $12.9M |
| 3 | HALF PRICE BOOKS RECORDS MAGAZINES INC. |
DALLAS TX |
| 1,880 |
| $115.4M |
| $9.9M |
| 4 | DXP ENTERPRISES, INC. DXP ENTERPRISES, INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 2,901 | $250.1M | $9.1M |
| 5 | EXP U.S. SERVICES, INC. EXP U.S. SERVICES, INC. SAVING AND RETIREMENT PLAN | CHICAGO IL | 1,132 | $230.7M | $4.8M |
| 6 | TIVITY HEALTH, INC. TIVITY HEALTH, INC. RETIREMENT SAVINGS PLAN | FRANKLIN TN | 471 | $118.7M | $3.4M |
| 7 | STRADA EDUCATION FOUNDATION, INC. STRADA EDUCATION FOUNDATION, INC. SAVINGS INVESTMENT PLAN | INDIANAPOLIS IN | 1,169 | $87.8M | $1.8M |
| 8 | SAULSBURY INDUSTRIES, INC. SAULSBURY INDUSTRIES, INC. EMPLOYEE 401(K) PLAN | ODESSA TX | 2,605 | $51.2M | $1.5M |
| 9 | PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT, INC. PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT, INC. 401(K) PLAN | BARTOW FL | 436 | $15.8M | $1.5M |
| 10 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $1.1M |
