Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity – Investment Grade Bond in their Schedule of Assets, totaling $23.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STEPAN COMPANY STEPAN COMPANY SAVINGS AND INVESTMENT RETIREMENT PLAN | NORTHBROOK IL | 1,264 | $395.4M | $11.2M |
| 2 | HAYWARD INDUSTRIES, INC. HAYWARD INDUSTRIES, INC. RETIREMENT PLAN | CHARLOTTE NC | 1,454 | $214.4M | $4.4M |
| 3 | THE FIRST NATIONAL BANK OF HUTCHINSON |
HUTCHINSON KS |
| 193 |
| $56.6M |
| $2.1M |
| 4 | DATA CENTER, INC. DATA CENTER, INC. SAVINGS & RETIREMENT PLAN | HUTCHINSON KS | 317 | $64.2M | $1.5M |
| 5 | GENETICS & IVF INSTITUTE, INC. GENETICS & IVF INSTITUTE PROFIT SHARING PLAN | FAIRFAX VA | 139 | $25.5M | $1.3M |
| 6 | MERCURIA ENERGY AMERICA, LLC MERCURIA ENERGY AMERICA, LLC 401(K) PLAN | HOUSTON TX | 301 | $68.9M | $900K |
| 7 | VIEWPOINTE ARCHIVE SERVICES, LLC VIEWPOINTE ARCHIVE SERVICES 401(K) PLAN | CHARLOTTE NC | 122 | $32.9M | $565K |
| 8 | HANSGROHE, INC. HANSGROHE, INC. RETIREMENT PLAN | ALPHARETTA GA | 184 | $13.5M | $485K |
| 9 | CORTEC LLC CORTEC 401(K) PLAN | HOUMA LA | 215 | $25.2M | $288K |
| 10 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $271K |
