Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Fidelity Investments Fidelity® Inflation-Protected Bond Index Fund in their Schedule of Assets, totaling $30.7M 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 | UL LLC UL FINANCIAL SECURITY PLAN | NORTHBROOK IL | 5,568 | $2.0B | $12.0M |
| 2 | MAXIMUS, INC. MAXIMUS, INC. 401(K) PLAN | MCLEAN VA | 40,533 | $913.2M | $7.3M |
| 3 | PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES IA |
| 161,040 |
| $650.9M |
| $3.7M |
| 4 | ENVESTNET FINANCIAL TECHNOLOGIES, INC. ENVESTNET 401(K) RETIREMENT PLAN | BERWYN PA | 1,602 | $347.3M | $1.3M |
| 5 | UNITED SEATING AND MOBILITY, LLC NUMOTION 401(K) RETIREMENT PLAN | ROCKY HILL CT | 2,952 | $149.5M | $1.1M |
| 6 | TRADELINK LLC TRADELINK LLC 401(K) PROFIT SHARING PLAN | CHICAGO IL | 86 | $32.5M | $806K |
| 7 | POWELL INDUSTRIES, INC. POWELL INDUSTRIES, INC. EMPLOYEES INCENTIVE SAVINGS PLAN | HOUSTON TX | 2,164 | $252.3M | $754K |
| 8 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $751K |
| 9 | AMERICAN FOREST & PAPER ASSOCIATION, INC. AMERICAN FOREST & PAPER ASSOCIATION, INC. SAVINGS PLAN | WASHINGTON DC | 108 | $64.8M | $438K |
| 10 | RED GOLD, INC. RED GOLD, INC. 401(K) PROFIT SHARING PLAN | ELWOOD IN | 1,502 | $162.4M | $373K |
