Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Fidelity® U.S. Bond Index Fund N/A in their Schedule of Assets, totaling $40.8M 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 | ST. LUKE'S HEALTH SYSTEM, LTD. ST. LUKES HEALTH SYSTEM MATCHED 403B PLAN | BOISE ID | 18,671 | $1.1B | $23.8M |
| 2 | ST. LUKE'S HEALTH SYSTEM, LTD. ST. LUKE'S HEALTH SYSTEM PERFORMANCE INCENTIVE AND 401(A) MATCHING PLAN | BOISE ID | 18,672 | $769.9M | $10.5M |
| 3 | CARMEUSE LIME, INC. |
PITTSBURGH PA |
| 945 |
| $197.9M |
| $4.9M |
| 4 | CARMEUSE LIME, INC. CARMEUSE LIME, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | PITTSBURGH PA | 774 | $80.4M | $1.3M |
| 5 | MAXISIQ, INC. MAXISIQ, INC 401(K) PLAN | LORTON VA | 137 | $18.5M | $168K |
| 6 | SPATIAL FRONT, INC. SPATIAL FRONT, INC. RETIREMENT PLAN | BETHESDA MD | 683 | $23.5M | $132K |
| 7 | GOLDEN KEY GROUP, INC. GOLDEN KEY GROUP 401(K) PLAN | RESTON VA | 214 | $10.9M | $64K |
| 8 | J D PALATINE J D PALATINE 401(K) PROFIT SHARING PLAN & TRUST | WEXFORD PA | 121 | $3.7M | $23K |
| 9 | CARMEUSE LIME, INC. CARMEUSE LIME, INC. 401(K) SAVINGS PLAN | PITTSBURGH PA | 69 | $9.3M | $20K |
