Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Intmd Tr Bd Index Fd in their Schedule of Assets, totaling $3.7M 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 | PHARMACEUTICS INTERNATIONAL, INC. PHARMACEUTICS INTERNATIONAL, INC. 401(K) PLAN | HUNT VALLEY MD | 298 | $21.1M | $3.6M |
| 2 | NIPPON LIFE GROUP NIPPON LIFE GROUP MONEY PURCHASE PLAN | NEW YORK NY | 147 | $25.7M | $107K |
| 3 | JS&S (WATER HOLDINGS) INC. SWIRE WATER 401(K) RETIREMENT SAVINGS PLAN |
SALT LAKE CITY UT |
| 643 |
| $95.9M |
| $49K |
| 4 | UNITY BANK UNITY BANK GROUP RETIREMENT PLAN | AUGUSTA WI | 135 | $8.3M | $11K |