Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Fidelity Inflation-Protected Bond Index Fund # in their Schedule of Assets, totaling $42.7M 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 | BRICKER GRAYDON, LLP BRICKER GRAYDON LLP RETIREMENT SAVINGS PLAN | COLUMBUS OH | 341 | $198.8M | $9.0M |
| 2 | CLEARY GOTTLIEB STEEN & HAMILTON LLP CLEARY GOTTLIEB STEEN & HAMILTON LLP 2013 CASH BALANCE PLAN | NEW YORK NY | 174 | $60.7M | $6.1M |
| 3 | CITADEL ENTERPRISE AMERICAS LLC |
MIAMI FL |
| 3,912 |
| $1.2B |
| $5.7M |
| 4 | HAVAS NORTH AMERICA, INC. HAVAS NORTH AMERICA 401(K) RETIREMENT PLAN | NEW YORK NY | 3,458 | $670.3M | $5.3M |
| 5 | WP CITYMD BIDCO, LLC SUMMIT CITY MD 401(K) PLAN | NEW YORK NY | 11,509 | $973.2M | $4.8M |
| 6 | ZIMMER BIOMET SPINE, INC. ZIMVIE INC. SAVINGS AND INVESTMENT 401(K) PROGRAM | WESTMINSTER CO | 1,367 | $139.2M | $1.3M |
| 7 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC GMO 401(K) PROFIT SHARING PLAN | BOSTON MA | 359 | $178.2M | $1.3M |
| 8 | MEMBERS BENEFIT CORP. MEMBERS 401(K) ADVANTAGE | PALM BEACH GARDENS FL | 3,005 | $132.3M | $1.3M |
| 9 | BOARD OF TRUSTEES, MINNEAPOLIS RETAIL MEAT CUTTERS AND MINNEAPOLIS RETAIL MEAT CUTTERS AND FOOD HANDLERS VARIABLE ANNUITY PENSION PLAN | BLOOMINGTON MN | 3,535 | $28.7M | $1.3M |
| 10 | COMMUNITY MEMORIAL HOSPITAL COMMUNITY MEMORIAL HOSPITAL, INC. RETIREMENT INCOME PLAN | HAMILTON NY | 75 | $7.5M | $642K |
