Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity FXNAX - Fidelity US Bond Index in their Schedule of Assets, totaling $4.0M 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 | OPTIMUM EMPLOYER SOLUTIONS OPTIMUM EMPLOYER SOLUTIONS RETIREMENT PLAN | SANTA ANA CA | 1,288 | $118.2M | $2.7M |
| 2 | ALTRES GLOBAL BUSINESS SERVICES, INC. SIMPLICITYHR 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 1,950 | $102.2M | $764K |
| 3 | APPLIED BUSINESS SOLUTIONS, LLC |
RENO NV |
| 724 |
| $21.6M |
| $373K |
| 4 | PAYROLLING PARTNERS, INC PAYROLLING PARTNERS, INC. 401(K) PLAN | CLIFTON NJ | 191 | $7.7M | $124K |
| 5 | HRO RESOURCES HRO RESOURCES MULTIPLE EMPLOYER 401(K) PLAN | KINGWOOD TX | 518 | $6.0M | $33K |
