Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments FID US Bond Idx N/R in their Schedule of Assets, totaling $7.5M 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 | SPRINGER NATURE SPRINGER NATURE 401K PLAN | NEW YORK NY | 804 | $225.4M | $3.0M |
| 2 | FIRST COMMONWEALTH FINANCIAL CORPORATION FIRST COMMONWEALTH FINANCIAL CORPORATION 401(K) RETIREMENT SAVINGS AND INVESTMENT PLAN | INDIANA PA | 1,763 | $176.1M | $2.3M |
| 3 | CUMMING MANAGEMENT GROUP, INC. |
MURRIETA CA |
| 1,787 |
| $159.6M |
| $1.5M |
| 4 | SUGAR FOODS CORP. SUGAR FOODS CORPORATION 401(K) SAVINGS PLAN | NEW YORK NY | 1,022 | $100.3M | $571K |
| 5 | CORETEK, LLC CORETEK, LLC 401(K) PLAN | FARMINGTON HILLS MI | 154 | $11.3M | $56K |
