Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity GNMA Mutual fund in their Schedule of Assets, totaling $1.4M 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 | ISRAEL DISCOUNT BANK OF NEW YORK ISRAEL DISCOUNT BANK OF NEW YORK SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 676 | $165.6M | $489K |
| 2 | ATTORNEYS' LIABILITY ASSURANCE SOCIETY LTD., A RISK RETENTION GROUP ATTORNEYS' LIABILITY ASSURANCE SOCIETY LTD., A RISK RETENTION GROUP, 401(K) SAVINGS PLAN | CHICAGO IL | 105 | $58.4M | $263K |
| 3 |
NORCROSS GA |
| 475 |
| $26.7M |
| $249K |
| 4 | THE MONTEREY BAY AQUARIUM FOUNDATION THE MONTEREY BAY AQUARIUM RETIREMENT PLAN | MONTEREY CA | 582 | $104.6M | $197K |
| 5 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $71K |
| 6 | LEA & ELLIOTT, INC. LEA & ELLIOTT, INC. EMPLOYEES' PROFIT SHARING 401K PLAN | DULLES VA | 115 | $93.4M | $47K |
| 7 | THE NEW 5-7-9 & BEYOND, INC. RAINBOW/MARIANNE PUERTO RICO 401(K) PLAN | BROOKLYN NY | 842 | $1.5M | $35K |
| 8 | STONE COAST FUND SERVICES LLC STONE COAST FUND SERVICES LLC 401(K) PLAN | PORTLAND ME | 209 | $32.6M | $26K |
| 9 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $12K |
| 10 | HUNTER, KEITH INDUSTRIES, INC. HUNTER, KEITH RETIREMENT & SAVINGS PLAN | WAYZATA MN | 122 | $16.9M | $9K |
