Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fid St Tr Bd Idx in their Schedule of Assets, totaling $540K 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 RIVER ANALYTICS INC. CHARLES RIVER ANALYTICS PROFIT SHARING PLAN | CAMBRIDGE MA | 145 | $70.3M | $381K |
| 2 | IMC AMERICAS, INC. IMC AMERICAS, INC. 401(K) PLAN | CHICAGO IL | 227 | $34.5M | $136K |
| 3 | ATLAS HEALTHCARE, LLC ATLAS HEALTHCARE, LLC 401K PLAN |
TOMS RIVER NJ |
| 3,685 |
| $27.5M |
| $16K |
| 4 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $7K |
