Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fidelity Investment Grade Bond Fund** in their Schedule of Assets, totaling $52.3M 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 | BRIGHTSPRING HEALTH SERVICES BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 43,434 | $794.2M | $11.7M |
| 2 | CONMED CORPORATION CONMED CORPORATION RETIREMENT SAVINGS PLAN | LARGO FL | 2,181 | $341.8M | $8.2M |
| 3 | CBOE GLOBAL MARKETS, INC. CBOE GLOBAL MARKETS SMART PLAN |
CHICAGO IL |
| 1,143 |
| $430.9M |
| $7.4M |
| 4 | FIRST BANK CORP FIRST BANK CORP EMPLOYEES PROFIT SHARING PLAN | FORT SMITH AR | 399 | $74.8M | $3.4M |
| 5 | THE SHUBERT ORGANIZATION, INC. SHUBERT 401(K) SAVINGS PLAN | NEW YORK NY | 391 | $81.4M | $2.9M |
| 6 | OHIO TRANSMISSION HOLDING LLC OHIO TRANSMISSION HOLDING LLC 401(K) PLAN | COLUMBUS OH | 1,761 | $151.2M | $2.0M |
| 7 | SK HYNIX MEMORY SOLUTIONS AMERICA INC. SK HYNIX MEMORY SOLUTIONS AMERICA INC. 401K PLAN | SAN JOSE CA | 259 | $107.8M | $1.8M |
| 8 | SERVICE FEDERAL CREDIT UNION SERVICE FEDERAL CREDIT UNION PROFIT SHARING/401K PLAN | PORTSMOUTH NH | 999 | $112.9M | $1.7M |
| 9 | ECKERT & ZIEGLER ISOTOPE PRODUCTS, INC. ECKERT & ZIEGLER ISOTOPE PRODUCTS SAVINGS AND INVESTMENT PLAN | VALENCIA CA | 167 | $51.8M | $1.7M |
| 10 | ENTRAVISION COMMUNICATIONS CORPORATION ENTRAVISION COMMUNICATIONS CORPORATION 401(K) PLAN | SANTA MONICA CA | 455 | $49.3M | $1.5M |
