Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity inflation protected bond index Mutual Funds in their Schedule of Assets, totaling $8.3M 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 | UNIPRO FOODSERVICE, INC. UNIPRO FOODSERVICE, INC. RETIREMENT PLAN | ATLANTA GA | 161 | $35.3M | $2.4M |
| 2 | MASSACHUSETTS MEDICAL SOCIETY THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN | WALTHAM MA | 448 | $173.5M | $1.9M |
| 3 | CMG MORTGAGE, INC. DBA CMG FINANCIAL |
SAN RAMON CA |
| 3,748 |
| $163.5M |
| $1.8M |
| 4 | THE WHEELING CORPORATION WHEELING CORPORATION EMPLOYEES' RETIREMENT PLAN | BREWSTER CT | 407 | $42.6M | $625K |
| 5 | KILLBUCK SAVINGS BANK COMPANY KILLBUCK SAVINGS BANK COMPANY 401(K) | KILLBUCK OH | 117 | $14.4M | $344K |
| 6 | ARROWSTREET, INC. ARROWSTREET INC. 401K PROFIT SHARING | BOSTON MA | 59 | $18.1M | $231K |
| 7 | SPACE150 SPACE150 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 62 | $12.4M | $190K |
| 8 | SHELTERED WINGS, INC. SHELTERED WINGS, INC. 401(K) PLAN | BARNEVELD WI | 428 | $26.1M | $166K |
| 9 | HORTON HOLDINGS, LLC SUN STATE INTERNATIONAL TRUCKS, LLC. 401(K) RETIREMENT PLAN | TAMPA FL | 214 | $10.7M | $111K |
| 10 | VSMPO-TIRUS US VSMPO-TIRUS US 401(K) PROFIT SHARING PLAN | LEETSDALE PA | 69 | $14.2M | $107K |
