Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Inflation-Protection Bond Index Mutual Fund in their Schedule of Assets, totaling $6.2M 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 | PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER NY | 621,703 | $1.8B | $4.1M |
| 2 | ABSHER HOLDING COMPANY ABSHER HOLDING COMPANY 401(K) PLAN | PUYALLUP WA | 191 | $32.1M | $1.3M |
| 3 | RITE-SOLUTIONS, INC. RITE-SOLUTIONS SAVINGS & INVESTMENT PLAN |
PAWCATUCK CT |
| 477 |
| $63.8M |
| $358K |
| 4 | HOLDER CONSTRUCTION GROUP, LLC HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,589 | $229.4M | $182K |
| 5 | GENERAL CREDIT FORMS, INC. GENERAL CREDIT FORMS, INC. 401(K) PROFIT SHARING PLAN | EARTH CITY MO | 249 | $48.9M | $155K |
| 6 | EVANS GENERAL CONTRACTORS, LLC EVANS GENERAL CONTRACTORS, LLC 401(K) PLAN | ALPHARETTA GA | 408 | $32.8M | $103K |
| 7 | BETA GROUP, INC. BETA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LINCOLN RI | 163 | $42.2M | $83K |
