Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Inflation-Protected Bond Index Registered investment company in their Schedule of Assets, totaling $4.5M 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 | SCAN GROUP SCAN GROUP 401(K) PLAN | LONG BEACH CA | 2,121 | $201.2M | $1.1M |
| 2 | JEWISH FAMILY & CHILDRENS SERVICE THE JF&CS PARTNERSHIP 403(B) PLAN | WALTHAM MA | 268 | $13.2M | $721K |
| 3 | GEORGE PETERSEN INSURANCE AGENCY, INC. GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN |
SANTA ROSA CA |
| 225 |
| $34.3M |
| $565K |
| 4 | HEROUX CORP. HEROUX CORP. 401(K) RETIREMENT PLAN | STRONGSVILLE OH | 308 | $26.7M | $481K |
| 5 | APPLIED AEROSPACE STRUCTURES CORP. APPLIED AEROSPACE 401(K) SAVINGS PLAN | STOCKTON CA | 519 | $59.0M | $466K |
| 6 | MITY-LITE, INC. MITYLITE, INC. 401(K) PROFIT SHARING PLAN | OREM UT | 366 | $9.5M | $398K |
| 7 | PLANNED PARENTHOOD MAR MONTE, INC. TAX DEFERRED ANNUITY PLAN OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 82 | $15.4M | $275K |
| 8 | NORTHERN STAR (POGO) LLC NORTHERN STAR (POGO) LLC 401K PLAN | FAIRBANKS AK | 650 | $69.8M | $222K |
| 9 | WIDEORBIT LLC WIDEORBIT LLC 401(K) PLAN | NEW YORK NY | 339 | $81.4M | $75K |
| 10 | ALIXA RX, LLC ALIXA RX, LLC 401(K) PLAN | PLANO TX | 220 | $10.9M | $66K |
