Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Fidelity U.S. Bond Index Fund N/R in their Schedule of Assets, totaling $30.4M 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 | WATTS WATER TECHNOLOGIES, INC. WATTS WATER TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | NORTH ANDOVER MA | 2,275 | $342.4M | $6.4M |
| 2 | BRIGHTVIEW LANDSCAPES, LLC THE BRIGHTVIEW 401(K) PLAN | BLUE BELL PA | 14,899 | $378.4M | $6.3M |
| 3 | J.CREW GROUP, LLC J.CREW GROUP, LLC. 401(K) SAVINGS PLAN |
NEW YORK NY |
| 13,372 |
| $339.1M |
| $5.6M |
| 4 | BENTLEY UNIVERSITY BENTLEY UNIVERSITY RETIREMENT PLAN | WALTHAM MA | 1,279 | $500.5M | $3.3M |
| 5 | INTEGRATIVE EMERGENCY SERVICES, LLC INTEGRATIVE EMERGENCY SERVICES, LLC 401(K) PLAN | DALLAS TX | 982 | $108.1M | $2.6M |
| 6 | CITYBLOCK HEALTH, INC CITYBLOCK 401(K) PLAN | BROOKLYN NY | 664 | $27.5M | $1.3M |
| 7 | THR PROPERTY MANAGEMENT, LP/ DBA INVITATION HOMES INVITATION HOMES 401(K) PLAN | DALLAS TX | 1,811 | $66.4M | $1.1M |
| 8 | LEERINK PARTNERS LLC LEERINK PARTNERS 401(K) PLAN | BOSTON MA | 343 | $76.1M | $737K |
| 9 | BBVA S.A. NEW YORK BRANCH BBVA, S.A. NEW YORK BRANCH 401(K) PLAN | NEW YORK NY | 524 | $118.7M | $656K |
| 10 | AP4 GROUP LLC AP4 401K PLAN | LAKELAND FL | 139 | $11.0M | $621K |
