Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Govt Income Mutual fund - in their Schedule of Assets, totaling $6.3M 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 | HACHETTE BOOK GROUP, INC. HACHETTE BOOK GROUP, INC. 401(K) PLAN | NEW YORK NY | 1,551 | $283.1M | $3.3M |
| 2 | GOETTSCH PARTNERS, INC. GOETTSCH PARTNERS, INC. PROFIT SHARING PLAN | CHICAGO IL | 47 | $31.9M | $712K |
| 3 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC MONEY PURCHASE PENSION PLAN |
BOSTON MA |
| 184 |
| $43.4M |
| $532K |
| 4 | NEW YORK STATE PUBLIC EMPLOYEES FEDERATION,AFL-CIO NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-UNION PLAN | ALBANY NY | 123 | $11.7M | $359K |
| 5 | HARPO, INC. HARPO, INC. 401(K) PLAN | LOS ANGELES CA | 57 | $36.0M | $311K |
| 6 | STRATUS UNLIMITED, LLC STRATUS UNLIMITED, LLC 401(K) PLAN | MENTOR OH | 1,167 | $49.1M | $277K |
| 7 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH RETIREMENT & SAVINGS 401K PLAN | PALO ALTO CA | 144 | $42.4M | $256K |
| 8 | EXOSTAR LLC EXOSTAR LLC 401(K) SAVINGS PLAN | HERNDON VA | 158 | $41.6M | $240K |
| 9 | F. A. DAVIS PUBLISHING COMPANY F. A. DAVIS COMPANY 401(K) SAVINGS PLAN | PHILADELPHIA PA | 157 | $43.7M | $138K |
| 10 | SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. SCRIPPS HEALTH INPATIENT PROVIDERS MEDICAL GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 156 | $51.1M | $55K |
