Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity – Investment Grade Bond in their Schedule of Assets, totaling $21.3M 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 | 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 | GENETICS & IVF INSTITUTE, INC. GENETICS & IVF INSTITUTE PROFIT SHARING PLAN | FAIRFAX VA | 139 | $25.5M | $1.3M |
| 5 | VIEWPOINTE ARCHIVE SERVICES, LLC VIEWPOINTE ARCHIVE SERVICES 401(K) PLAN | CHARLOTTE NC | 122 | $32.9M | $565K |
| 6 | HANSGROHE, INC. HANSGROHE, INC. RETIREMENT PLAN | ALPHARETTA GA | 184 | $13.5M | $485K |
| 7 | CORTEC LLC CORTEC 401(K) PLAN | HOUMA LA | 215 | $25.2M | $288K |
| 8 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $271K |
| 9 | FLEXTRADE SYSTEMS, INC. FLEXTRADE SYSTEMS 401(K) AND PROFIT SHARING PLAN | GREAT NECK NY | 286 | $57.7M | $244K |
| 10 | NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED THE HOSPITAL FOR SPECIAL SURGERY 403(B) PLAN | NEW YORK NY | 5,338 | $866.3M | $191K |
