Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 89 U.S. retirement plans report holding Fidelity Inflation-protected Bond Index Mutual fund - in their Schedule of Assets, totaling $32.2M 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 | WACHTELL, LIPTON, ROSEN & KATZ WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN | NEW YORK NY | 660 | $638.7M | $9.7M |
| 2 | PLEXUS CORP. PLEXUS CORP. 401(K) RETIREMENT PLAN | NEENAH WI | 2,714 | $606.1M | $3.9M |
| 3 | WAKE EMERGENCY PHYSICIANS, P.A. WAKE EMERGENCY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN |
CARY NC |
| 272 |
| $170.2M |
| $1.2M |
| 4 | AMERICAN FOUNDATION FOR SUICIDE PREVENTION AMERICAN FOUNDATION FOR SUICIDE PREVENTION TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 168 | $18.1M | $1.0M |
| 5 | BAYPORT POLYMERS LLC BAYPORT POLYMERS LLC 401(K) SAVINGS PLAN | PASADENA TX | 277 | $69.8M | $994K |
| 6 | GABLES RESIDENTIAL SERVICES, INC. GABLES RESIDENTIAL SERVICES, INC. 401(K) PLAN | ATLANTA GA | 691 | $103.9M | $968K |
| 7 | ORTHOINDY ORTHOPAEDICS INDIANAPOLIS, INC. PROFIT SHARING & 401(K) PLAN | INDIANAPOLIS IN | 1,138 | $229.4M | $841K |
| 8 | SMARTSHEET INC. SMARTSHEET INC. 401(K) P/S PLAN | BELLEVUE WA | 2,431 | $273.8M | $791K |
| 9 | NORTHPOINT DEVELOPMENT, LLC NORTHPOINT DEVELOPMENT, LLC 401(K) SAFE HARBOR PLAN | RIVERSIDE MO | 1,025 | $69.6M | $752K |
| 10 | WITHUMSMITH+BROWN PC WITHUMSMITH+BROWN 401(K) EMPLOYEE SAVINGS PLAN | PRINCETON NJ | 1,995 | $326.1M | $695K |
