Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Interm Trs Bd Index Mutual fund in their Schedule of Assets, totaling $670K 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 | WEST VALLEY ENGINEERING, INC. WEST VALLEY STAFFING GROUP 401(K) PLAN | SUNNYVALE CA | 27,974 | $7.0M | $284K |
| 2 | PATTERSON & SHERIDAN, LLP PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN | HOUSTON TX | 137 | $53.7M | $148K |
| 3 | TM ASSOCIATES MANAGEMENT, INC. |
ROCKVILLE MD |
| 720 |
| $9.1M |
| $98K |
| 4 | BRYAN RESEARCH & ENGINEERING, LLC BRYAN RESEARCH & ENGINEERING, LLC 401 (K) PLAN | BRYAN TX | 79 | $25.5M | $95K |
| 5 | METROPOLIS EMPLOYEE SERVICES, LLC LLC METROPOLIS EMPLOYEE SERVICES, LLC 401K PLAN | NASHVILLE TN | 1,175 | $16.7M | $44K |