Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity – Intermediate Bond in their Schedule of Assets, totaling $188.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED PUBLIC SERVICE ENTERPRISE GROUP INC. THRIFT & TAX DEFERRED SAVINGS PLAN | NEWARK NJ | 4,086 | $2.3B | $76.5M |
| 2 | PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED PUBLIC SERVICE ENTERPRISE GROUP INC. EMPLOYEE SAVINGS PLAN | NEWARK NJ | 6,569 | $2.2B | $72.4M |
| 3 | HUBBARD BROADCASTING, INC. |
ST. PAUL MN |
| 1,712 |
| $383.9M |
| $23.7M |
| 4 | CTC TRADING GROUP, LLC CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUST | CHICAGO IL | 652 | $352.4M | $11.2M |
| 5 | PYRAMID ADVISORS LIMITED PARTNERSHIP PYRAMID ADVISORS 401(K) PLAN | BOSTON MA | 21,328 | $246.8M | $1.3M |
| 6 | RUDIN MANAGEMENT CO., INC. RUDIN MANAGEMENT CO., INC. 401(K) PLAN | NEW YORK NY | 186 | $45.9M | $1.2M |
| 7 | POCKET NURSE ENTERPRISES, LLC POCKET NURSE 401(K) PROFIT SHARING PLAN | MONACA PA | 102 | $15.9M | $681K |
| 8 | GEODE CAPITAL MANAGEMENT, LLC GEODE CAPITAL MANAGEMENT, LLC RETIREMENT PLAN | BOSTON MA | 189 | $89.3M | $667K |
| 9 | NET HEALTH SYSTEMS, INC. NET HEALTH SYSTEMS, INC. PROFIT SHARING PLAN AND TRUST | PITTSBURGH PA | 546 | $62.2M | $562K |
| 10 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $149K |
