Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Fidelity Investment Grade Bond Fund* Mutual fund in their Schedule of Assets, totaling $66.6M 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 | EXEL INC. SUPPLY CHAIN RETIREMENT SAVINGS PLAN | WESTERVILLE OH | 35,590 | $1.2B | $28.1M |
| 2 | AISIN HOLDINGS OF AMERICA, INC. AISIN RETIREMENT SECURITY PLAN | SEYMOUR IN | 10,324 | $571.0M | $17.8M |
| 3 | GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP PROFIT SHARING 401(K) PLAN FOR PARTNERS AND STAFF |
LOS ANGELES CA |
| 159 |
| $131.1M |
| $3.4M |
| 4 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN | SAN JOSE CA | 1,718 | $144.4M | $2.1M |
| 5 | GLASSDOOR LLC GLASSDOOR LLC 401(K) PLAN | MILL VALLEY CA | 643 | $113.5M | $2.1M |
| 6 | BAKER ENGINEERING AND RISK CONSULTANTS, INC BAKER ENGINEERING AND RISK CONSULTANTS 401(K) PROFIT SHARING PLAN | SAN ANTONIO TX | 189 | $65.9M | $1.7M |
| 7 | THE PORTLAND GROUP THE PORTLAND GROUP SAVINGS AND RETIREMENT PLAN | FRAMINGHAM MA | 274 | $28.6M | $1.1M |
| 8 | QUANTLAB FINANCIAL, LLC QUANTLAB FINANCIAL 401(K) PLAN | HOUSTON TX | 126 | $50.8M | $1.1M |
| 9 | NGM BIOPHARMACEUTICALS, INC. NGM BIOPHARMACEUTICALS 401(K) PLAN | SOUTH SAN FRANCISCO CA | 120 | $43.3M | $808K |
| 10 | SIERRA LAND GROUP, INC. SIERRA LAND GROUP, INC. 401(K) PLAN | GLENDALE CA | 1,152 | $24.2M | $737K |
