Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments FID LT TR BD IDX + in their Schedule of Assets, totaling $310K 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 | CHARLES N WHITE CONSTRUCTION CO WHITE CONSTRUCTION COMPANY 401-K PLAN | RIDGELAND MS | 128 | $17.5M | $155K |
| 2 | CIRCLE INTERNET FINANCIAL, LLC CIRCLE 401(K) PLAN | BOSTON MA | 674 | $71.3M | $125K |
| 3 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN |
NEW YORK NY |
| 853 |
| $139.5M |
| $29K |
| 4 | HOFFMAN/LEWIS DBA H&L PARTNERS H&L PARTNERS 401(K) PROFIT SHARING | OAKLAND CA | 165 | $22.1M | $1K |
