Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Inflation-Protected Bond Ind in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TOM JAMES COMPANY TOM JAMES COMPANY 401(K) AND PROFIT SHARING PLAN | FRANKLIN TN | 1,251 | $126.2M | $1.7M |
| 2 | CHALLENGER SCHOOL FOUNDATION CHALLENGER SCHOOL 401K RETIREMENT PLAN | SANDY UT | 986 | $66.8M | $522K |
| 3 | ROTH & COMPANY LLP ROTH & COMPANY, LLP 401(K) PLAN |
BROOKLYN NY |
| 157 |
| $12.4M |
| $100K |
| 4 | GOLDSBORO PEDIATRICS, P.A. GOLDSBORO PEDIATRICS, P.A. 401K PROFIT SHARING PLAN | GOLDSBORO NC | 86 | $33.4M | $18K |
