Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fidelity Intermediate Treasury Bond Index Fund Mutual fund # in their Schedule of Assets, totaling $24.8M 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 | BERTELSMANN, INC. BERTELSMANN PENSION ACCOUNT PLAN | NEW YORK NY | 581 | $115.5M | $15.8M |
| 2 | ALTI GLOBAL HOLDINGS, LLC ALTI GLOBAL HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 236 | $52.0M | $1.1M |
| 3 | TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 401(K) PROFIT-SHARING PLAN |
NEW YORK NY |
| 157 |
| $28.2M |
| $1.0M |
| 4 | THE MLB NETWORK, LLC MLB NETWORK, LLC 401(K) PLAN | SECAUCUS NJ | 885 | $135.6M | $911K |
| 5 | WOODCRAFT, LLC WOODCRAFT 401K PLAN | PARKERSBURG WV | 226 | $13.2M | $834K |
| 6 | ADVANTECH CORPORATION ADVANTECH CORPORATION 401(K) PLAN | MILPITAS CA | 514 | $86.5M | $777K |
| 7 | WESTERN NEVADA SUPPLY CO. WESTERN NEVADA SUPPLY COMPANY 401(K) PLAN | SPARKS NV | 389 | $40.7M | $693K |
| 8 | MAKENA CAPITAL MANAGEMENT, LLC MAKENA 401(K) PLAN | MENLO PARK CA | 79 | $35.7M | $470K |
| 9 | HOFFMANN BROTHERS HEATING & AIR CONDITIONING HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST | ST. LOUIS MO | 360 | $27.4M | $460K |
| 10 | SILVER LAKE TECHNOLOGY MANAGEMENT LLC SILVER LAKE 401K PLAN | NEW YORK NY | 216 | $118.6M | $366K |
