Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity® Investment Grade Bond Mutual Fund in their Schedule of Assets, totaling $10.5M 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 | CARL ZEISS, INC. CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN | WHITE PLAINS NY | 1,500 | $360.6M | $6.4M |
| 2 | AGERO, INC. AGERO, INC. RETIREMENT PLAN | MEDFORD MA | 2,030 | $190.9M | $1.9M |
| 3 | CLAY-PLATTE FAMILY MEDICINE CLINIC, PC. CLAY-PLATTE FAMILY MEDICINE 401(K) PLAN |
KANSAS CITY MO |
| 175 |
| $19.5M |
| $949K |
| 4 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $508K |
| 5 | VINIK SPORTS GROUP LLC VINIK SPORTS GROUP 401(K) PLAN | TAMPA FL | 547 | $35.7M | $219K |
| 6 | THE BERKSHIRE BANK THE BERKSHIRE BANK 401(K)/PROFIT SHARING PLAN | NEW YORK NY | 72 | $18.2M | $186K |
| 7 | ADIRONDACK SCENIC, INC. ADIRONDACK SCENIC INC. PROFIT SHARING 401(K) PLAN | ARGYLE NY | 176 | $8.9M | $154K |
| 8 | FRAZIER, INC. CONKLIN CARS SALARY REDUCTION PLAN | HUTCHINSON KS | 172 | $22.1M | $106K |
| 9 | COTTAGE HOSPITAL COTTAGE HOSPITAL TAX-SHELTERED ANNUITY PLAN | WOODSVILLE NH | 307 | $18.5M | $74K |
| 10 | MILLER-NICHOLSON INC. MILLER-NICHOLSON RETIREMENT PLAN | SEATTLE WA | 215 | $12.2M | $19K |
