Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 86 U.S. retirement plans report holding Fidelity Inflation-protected Bond Index Mutual fund - in their Schedule of Assets, totaling $28.9M 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 | WACHTELL, LIPTON, ROSEN & KATZ WACHTELL, LIPTON, ROSEN & KATZ SAVINGS PLAN | NEW YORK NY | 660 | $638.7M | $9.7M |
| 2 | WAKE EMERGENCY PHYSICIANS, P.A. WAKE EMERGENCY PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN | CARY NC | 272 | $170.2M | $1.2M |
| 3 | AMERICAN FOUNDATION FOR SUICIDE PREVENTION |
NEW YORK NY |
| 168 |
| $18.1M |
| $1.0M |
| 4 | BAYPORT POLYMERS LLC BAYPORT POLYMERS LLC 401(K) SAVINGS PLAN | PASADENA TX | 277 | $69.8M | $994K |
| 5 | GABLES RESIDENTIAL SERVICES, INC. GABLES RESIDENTIAL SERVICES, INC. 401(K) PLAN | ATLANTA GA | 691 | $103.9M | $968K |
| 6 | ORTHOINDY ORTHOPAEDICS INDIANAPOLIS, INC. PROFIT SHARING & 401(K) PLAN | INDIANAPOLIS IN | 1,138 | $229.4M | $841K |
| 7 | SMARTSHEET INC. SMARTSHEET INC. 401(K) P/S PLAN | BELLEVUE WA | 2,431 | $273.8M | $791K |
| 8 | NORTHPOINT DEVELOPMENT, LLC NORTHPOINT DEVELOPMENT, LLC 401(K) SAFE HARBOR PLAN | RIVERSIDE MO | 1,025 | $69.6M | $752K |
| 9 | WITHUMSMITH+BROWN PC WITHUMSMITH+BROWN 401(K) EMPLOYEE SAVINGS PLAN | PRINCETON NJ | 1,995 | $326.1M | $695K |
| 10 | FUSION RISK MANAGEMENT, INC FUSION RISK MANAGEMENT, INC. 401(K) PLAN & TRUST | CHICAGO IL | 226 | $24.0M | $653K |
