Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Intermediate Treasury Bond Index Fund in their Schedule of Assets, totaling $52.6M 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 | NUCOR CORPORATION NUCOR CORPORATION PROFIT SHARING AND RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 29,566 | $9.3B | $32.2M |
| 2 | MOUNT HOLYOKE COLLEGE CASH BALANCE PENSION PLAN FOR STAFF EMPLOYEES OF MOUNT HOLYOKE COLLEGE | SOUTH HADLEY MA | 77 | $14.6M | $8.7M |
| 3 | UNITED FARM FAMILY LIFE INSURANCE COMPANY |
INDIANAPOLIS IN |
| 305 |
| $217.4M |
| $8.5M |
| 4 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC GMO 401(K) PROFIT SHARING PLAN | BOSTON MA | 359 | $178.2M | $2.0M |
| 5 | THE HHHUNT CORPORATION THE HHHUNT SAVINGS AND RETIREMENT PLAN | BLACKSBURG VA | 443 | $46.7M | $464K |
| 6 | MEMBERS BENEFIT CORP. MEMBERS 401(K) ADVANTAGE | PALM BEACH GARDENS FL | 3,005 | $132.3M | $278K |
| 7 | ROBOTIC RESEARCH OPCO, LLC ROBOTIC RESEARCH 401(K) PLAN | CLARKSBURG MD | 276 | $30.3M | $154K |
| 8 | QMERIT ELECTRIFICATION, LLC QMERIT ELECTRIFICATION, LLC 401(K) PROFIT SHARING PLAN | IRVINE CA | 401 | $4.6M | $116K |
| 9 | WASHINGTON EDUCATION ASSOCIATION STAFF RETIREMENT PLAN OF THE WASHINGTON EDUCATION ASSOCIATION | FEDERAL WAY WA | 177 | $179.4M | $96K |
| 10 | JOHN R. JURGENSEN & ASSOCIATED COMPANIES JURGENSEN COMPANIES SALARIED RETIREMENT PLAN | CINCINNATI OH | 185 | $67.6M | $62K |
