Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 166 U.S. retirement plans report holding Fidelity** Fidelity U.S. Bond Index Fund in their Schedule of Assets, totaling $286.9M 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 | HEALTH FIRST SHARED SERVICES, INC. HEALTH FIRST RETIREMENT SAVINGS PLAN | MELBOURNE FL | 9,278 | $903.0M | $65.7M |
| 2 | BAPTIST HEALTHCARE SYSTEM, INC. BAPTIST HEALTH THRIFT PLAN | LOUISVILLE KY | 2 | $1.2B | $25.6M |
| 3 | WESCO DISTRIBUTION, INC. WESCO DISTRIBUTION, INC. RETIREMENT SAVINGS PLAN |
PITTSBURGH PA |
| 13,146 |
| $1.9B |
| $11.9M |
| 4 | ESTES EXPRESS LINES ESTES EXPRESS LINES 401(K) RETIREMENT PLAN | RICHMOND VA | 20,409 | $866.1M | $10.2M |
| 5 | SOLENIS, LLC SOLENIS, LLC EMPLOYEE SAVINGS PLAN | WILMINGTON DE | 3,182 | $631.1M | $9.9M |
| 6 | AMERICAN BANKERS ASSOCIATION EMPLOYEES' THRIFT PLAN OF THE AMERICAN BANKERS ASSOCIATION | WASHINGTON DC | 355 | $197.9M | $9.6M |
| 7 | CONVERGEONE HOLDINGS, INC. C1 401(K) PLAN | BLOOMINGTON MN | 2,002 | $348.1M | $9.1M |
| 8 | MAHLE INDUSTRIES, INCORPORATED MAHLE 401(K) PLAN | FARMINGTON HILLS MI | 4,619 | $653.6M | $7.4M |
| 9 | SPACE EXPLORATION TECHNOLOGIES CORP. SPACE EXPLORATION TECHNOLOGIES 401(K) PLAN | HAWTHORNE CA | 16,002 | $571.4M | $6.6M |
| 10 | ILLINOIS BONE AND JOINT INSTITUTE, LLC ILLINOIS BONE AND JOINT INSTITUTE, LLC PROFIT SHARING AND SAVINGS PLAN | DES PLAINES IL | 2,354 | $287.0M | $6.1M |
