Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Intermediate Bond Mutual fund in their Schedule of Assets, totaling $17.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MACMILLAN HOLDINGS, LLC MACMILLAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,966 | $592.5M | $13.9M |
| 2 | GIBNEY, ANTHONY & FLAHERTY, LLP GIBNEY, ANTHONY & FLAHERTY LLP PROFIT SHARING PLAN | NEW YORK NY | 109 | $56.6M | $1.4M |
| 3 | CAXTON ASSOCIATES, LP CAXTON ASSOCIATES LP SAVINGS & PROFIT SHARING PLAN |
NEW YORK NY |
| 31 |
| $57.8M |
| $929K |
| 4 | THE BERKSHIRE BANK THE BERKSHIRE BANK 401(K)/PROFIT SHARING PLAN | NEW YORK NY | 72 | $18.2M | $275K |
| 5 | CLAY-PLATTE FAMILY MEDICINE CLINIC, PC. CLAY-PLATTE FAMILY MEDICINE 401(K) PLAN | KANSAS CITY MO | 175 | $19.5M | $238K |
| 6 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $201K |
| 7 | THE DAY PUBLISHING COMPANY THE DAY PUBLISHING COMPANY 401(K) SAVINGS AND INVESTMENT PLAN | NEW LONDON CT | 97 | $15.9M | $156K |
| 8 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $92K |
| 9 | COMPASS SENIOR LIVING LLC COMPASS SENIOR LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST | EUGENE OR | 1,561 | $6.4M | $16K |
| 10 | PATHWAYS IN EDUCATION, INC. OPTIONS EDUCATIONAL 403(B) RETIREMENT PLAN | PASADENA CA | 0 | $0 | $12K |
