Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Investments Fidelity Government Income*** in their Schedule of Assets, totaling $27.8M 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 | THE TERTELING COMPANY, INC. TERTELING EMPLOYEES' PROFIT SHARING AND THRIFT SAVINGS PLAN | BOISE ID | 1,403 | $183.2M | $8.8M |
| 2 | BOARD OF TRUSTEES MEBA 401(K) PLAN MEBA 401(K) PLAN | BALTIMORE MD | 1,904 | $330.9M | $4.7M |
| 3 | SUTTER MEDICAL GROUP, INC. SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN |
SACRAMENTO CA |
| 1,247 |
| $1.0B |
| $3.9M |
| 4 | TROON GOLF, L.L.C. TROON GOLF, L.L.C. 401(K) PLAN | SCOTTSDALE AZ | 26,625 | $333.7M | $3.8M |
| 5 | IMC AMERICAS, INC. IMC AMERICAS, INC. 401(K) PLAN | CHICAGO IL | 238 | $58.2M | $1.7M |
| 6 | IMC AMERICAS, INC. IMC AMERICAS, INC. 401(K) PLAN | CHICAGO IL | 227 | $34.5M | $1.4M |
| 7 | SCH SERVICES, INC. SCH SERVICES, INC. 401(K) PLAN | MINNEAPOLIS MN | 411 | $119.4M | $1.1M |
| 8 | SUPERIOR READY MIX CONCRETE LP SUPERIOR READY MIX CONCRETE, L.P. PROFIT SHARING/401(K) PLAN | ESCONDIDO CA | 642 | $92.9M | $1.0M |
| 9 | BTS USA, INC. BTS USA, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 402 | $74.4M | $431K |
| 10 | FRANKLIN MINT FEDERAL CREDIT UNION FRANKLIN MINT FEDERAL CREDIT UNION 401(K) | CHADDS FORD PA | 322 | $43.1M | $251K |
