Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity investments FIDELITY INF-PR BOND INDEX FD in their Schedule of Assets, totaling $6.0M 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 | RELATION INSURANCE, INC. RELATION INSURANCE, INC. RETIREMENT SAVINGS PLAN | OVERLAND PARK KS | 1,341 | $114.9M | $4.7M |
| 2 | NILES BOLTON ASSOCIATES, INC. NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN | ATLANTA GA | 126 | $41.7M | $346K |
| 3 | COUSINS EMPLOYEES, LLC |
ATLANTA GA |
| 324 |
| $51.1M |
| $293K |
| 4 | COMMUNITY LOANS OF AMERICA, INC. COMMUNITY LOANS OF AMERICA GROUP 401(K) PLAN | ATLANTA GA | 901 | $11.7M | $205K |
| 5 | BETHEL METHODIST HOME THE BETHEL HOME 401(K) PROFIT SHARING PLAN | CROTON ON HUDSON NY | 123 | $5.3M | $162K |
| 6 | VOLLERS, INC. VOLLERS, INC. 401(K) SAVINGS PLAN | BRANCHBURG NJ | 105 | $12.2M | $109K |
| 7 | 777 PARTNERS LLC 777 PARTNERS LLC 401(K) PLAN | MIAMI FL | 859 | $21.1M | $87K |
| 8 | ROADSAFE TRAFFIC SYSTEMS ROADSAFE TRAFFIC SYSTEMS, INC. 401(K) PLAN | ROMEOVILLE IL | 2,153 | $59.5M | $62K |
| 9 | NOODLE PARTNERS, PBC (DBA NOODLE) NOODLE PARTNERS, PBC (DBA NOODLE) 401(K) PLAN | NEW YORK NY | 260 | $15.4M | $10K |
| 10 | SIERRA MANAGEMENT AND TECHNOLOGIES, INC. SIERRA MANAGEMENT AND TECHNOLOGIES, INC. 401(K) PLAN | CALIFORNIA MD | 107 | $13.7M | $10K |
