Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity US Bond Index Adv in their Schedule of Assets, totaling $5.1M 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 | W. W. NORTON & COMPANY, INC. W. W. NORTON & COMPANY, INC. PROFIT SHARING & 401(K) PLAN | NEW YORK NY | 684 | $187.1M | $4.3M |
| 2 | LEWIS MANAGEMENT CORP. LEWIS MANAGEMENT CORP. 401(K) PLAN | UPLAND CA | 668 | $72.0M | $399K |
| 3 | ELKEM SILICONES USA CORP. ELKEM SILICONES USA CORP. 401(K) PROFIT SHARING PLAN |
EAST BRUNSWICK NJ |
| 242 |
| $61.5M |
| $313K |
