Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Government Income Mutual fund in their Schedule of Assets, totaling $9.6M 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 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $2.5M |
| 2 | QUICK CHEK CORPORATION QUICK CHEK CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN | WHITEHOUSE STATION NJ | 892 | $61.0M | $2.3M |
| 3 | TRAMMO, INC TRAMMO, INC. PROFIT-SHARING/401K PLAN |
NEW YORK NY |
| 71 |
| $57.1M |
| $935K |
| 4 | NORTH SHORE BANK OF COMMERCE NORTH SHORE BANK 401(K) PLAN | DULUTH MN | 120 | $21.9M | $669K |
| 5 | QUANTECH SERVICES, INC. QUANTECH SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST | LEXINGTON MA | 245 | $55.4M | $630K |
| 6 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN | BOSTON MA | 179 | $34.2M | $620K |
| 7 | FREDERICK GOLDMAN, INC. FREDERICK GOLDMAN INC. 401(K) EMPLOYEE SAVINGS PLAN | SECAUCUS NJ | 86 | $14.7M | $587K |
| 8 | MANAGEMENT CONCEPTS MANAGEMENT CONCEPTS, INC. 401(K) SAVINGS PLAN | VIENNA VA | 255 | $50.9M | $503K |
| 9 | 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 | $473K |
| 10 | BROCKIE HEALTHCARE BROCKIE HEALTHCARE, INC. EMPLOYEE'S RETIREMENT PLAN | YORK PA | 93 | $26.8M | $345K |
