Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Interm Trsy BD Index Mutual Fund in their Schedule of Assets, totaling $3.1M 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 | WILLDAN GROUP, INC. WILLDAN GROUP, INC 401(K) PLAN | ANAHEIM CA | 1,757 | $148.8M | $2.7M |
| 2 | MONTGOMERY BANCORPORATION, INC. MONTGOMERY BANK 401(K) PLAN | SIKESTON MO | 198 | $25.4M | $372K |