Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Intermediate Bond Fund Mutual fund in their Schedule of Assets, totaling $5.9M 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 | CURINOS, INC. CURINOS, INC. 401(K) PLAN | NEW YORK NY | 386 | $73.2M | $1.5M |
| 2 | UNIFI AVIATION, LLC UNIFI AVIATION 401(K) RETIREMENT PLAN | ATLANTA GA | 32,247 | $121.0M | $1.2M |
| 3 | CAPSTAN, INC. CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN |
CARSON CA |
| 369 |
| $14.0M |
| $624K |
| 4 | QUANTLAB FINANCIAL, LLC QUANTLAB FINANCIAL 401(K) PLAN | HOUSTON TX | 126 | $50.8M | $511K |
| 5 | GEMINI INDUSTRIES INC. GEMINI INDUSTRIES INC PROFIT SHARING PLAN | BURLINGTON MA | 220 | $21.2M | $383K |
| 6 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $376K |
| 7 | HUMAN SERVICES MANAGEMENT CORP INC HUMAN SERVICES MANAGEMENT CORPORATION 401K AND PROFIT SHARING PLAN | MILFORD MA | 808 | $27.1M | $270K |
| 8 | CLIFFWATER LLC CLIFFWATER LLC 401(K) PLAN | MARINA DEL REY CA | 178 | $34.0M | $237K |
| 9 | SIERRA LAND GROUP, INC. SIERRA LAND GROUP, INC. 401(K) PLAN | GLENDALE CA | 1,152 | $24.2M | $219K |
| 10 | CIC INNOVATION SERVICES, LLC CIC INNOVATION SERVICES, LLC 401(K) PLAN | CAMBRIDGE MA | 164 | $18.5M | $165K |
