Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Fidelity Investments** Fidelity Inflation-Protected Bond Index in their Schedule of Assets, totaling $8.6M 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 | TECNICO CORPORATION TECNICO CORPORATION 401(K) PLAN | CHESAPEAKE VA | 534 | $31.1M | $2.8M |
| 2 | THE EMMES COMPANY, LLC THE EMMES COMPANY, LLC RETIREMENT PLAN | ROCKVILLE MD | 824 | $195.9M | $1.6M |
| 3 | NEWPORT GROUP, INC. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN |
FOLSOM CA |
| 11,059 |
| $205.6M |
| $1.3M |
| 4 | SCHMUESER GORDON MEYER, INC. SCHMUESER GORDON MEYER, INC. 401(K) PLAN | GLENWOOD SPRINGS CO | 116 | $23.5M | $932K |
| 5 | FUTURE TECHNOLOGIES, INC. FUTURE TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN | FAIRFAX VA | 248 | $17.0M | $240K |
| 6 | SYMPHONY COMMUNICATION SERVICES LLC SYMPHONY 401(K) PLAN | NEW YORK NY | 128 | $14.4M | $198K |
| 7 | OUTBOX SYSTEMS, INC. SIMPLUS 401(K) RETIREMENT PLAN | LEHI UT | 173 | $17.3M | $171K |
| 8 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $159K |
| 9 | KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., L.P.A. KRUGLIAK, WILKINS, GRIFFITHS & DOUGHERTY CO., LPA. PROFIT SHARING AND 401(K) PLAN | CANTON OH | 109 | $34.8M | $124K |
| 10 | ARKANSAS COLLEGES OF HEALTH EDUCATION DBA ACHE ARKANSAS COLLEGES OF HEALTH EDUCATION 401(K) PLAN | FORT SMITH AR | 162 | $14.4M | $111K |
