Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Fidelity Investments** FID US Bond Idx in their Schedule of Assets, totaling $34.4M 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 | INTEGRIS 401(K) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC. | OKLAHOMA CITY OK | 13,354 | $297.2M | $9.8M |
| 2 | SARGENT & LUNDY SARGENT & LUNDY SAVINGS INVESTMENT PLAN | CHICAGO IL | 3,311 | $1.2B | $3.3M |
| 3 | CHARLES RIVER ANALYTICS INC. CHARLES RIVER ANALYTICS PROFIT SHARING PLAN |
CAMBRIDGE MA |
| 145 |
| $70.3M |
| $1.7M |
| 4 | ATLANTIC AVIATION FBO INC. ATLANTIC AVIATION FBO INC. 401(K) PLAN | PLANO TX | 2,858 | $109.9M | $1.6M |
| 5 | HENRY SCHEIN ONE, LLC HENRY SCHEIN ONE 401(K) PLAN | AMERICAN FORK UT | 1,299 | $85.8M | $1.6M |
| 6 | MARELLI NORTH AMERICA, INC. MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN | SHELBYVILLE TN | 2,290 | $218.5M | $1.6M |
| 7 | FOUNDATION RISK PARTNERS CORP FOUNDATION RISK PARTNERS 401(K) PLAN | ORMOND BEACH FL | 2,455 | $186.6M | $1.5M |
| 8 | MISSION PHARMACAL COMPANY MISSION PHARMACAL COMPANY RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 274 | $47.4M | $1.3M |
| 9 | GRAND CIRCLE LLC GRAND CIRCLE LLC 401(K) PLAN | BOSTON MA | 541 | $74.1M | $996K |
| 10 | UMC GROUP (USA) UMC 401(K) PLAN | SUNNYVALE CA | 73 | $43.7M | $834K |
