Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 313 U.S. retirement plans report holding Fidelity** Fidelity US Bond Index in their Schedule of Assets, totaling $474.7M 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 | MEMORIAL HERMANN HEALTH SYSTEM MEMORIAL HERMANN HEALTH SYSTEM EMPLOYEES' RETIREMENT SAVINGS PLAN | HOUSTON TX | 32,735 | $3.3B | $41.1M |
| 2 | HM US SERVICES, LLC THE 401(K) RETIREMENT PLAN OF HEIDELBERG MATERIALS US | IRVING TX | 4,871 | $798.5M | $33.9M |
| 3 | UMASS MEMORIAL HEALTH CARE, INC. |
WORCESTER MA |
| 5,561 |
| $649.7M |
| $24.1M |
| 4 | TERADATA CORPORATION TERADATA SAVINGS PLAN | SAN DIEGO CA | 1,709 | $1.1B | $22.7M |
| 5 | B. D. HOLT COMPANY HOLT COMPANIES RETIREMENT PLAN | SAN ANTONIO TX | 4,849 | $505.0M | $22.4M |
| 6 | J.E. DUNN CONSTRUCTION GROUP, INC. JE DUNN EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | KANSAS CITY MO | 3,285 | $620.6M | $13.3M |
| 7 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $10.6M |
| 8 | CLARK, SCHAEFER, HACKETT & CO. CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) | DAYTON OH | 540 | $136.4M | $10.5M |
| 9 | DEPAUL UNIVERSITY DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN | CHICAGO IL | 3,976 | $1.3B | $10.4M |
| 10 | WGU CORPORATION WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 9,058 | $532.7M | $9.4M |
