Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Intermediate Treasury Bond Index in their Schedule of Assets, totaling $365K 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 | KEY LAKES, INC. KEY LAKES SAVINGS PLAN FOR REPRESENTED EMPLOYEES | BALA CYNWYD PA | 190 | $9.2M | $189K |
| 2 | ANTHONY TIMBERLANDS, INC. ANTHONY TIMBERLANDS, INC. 401(K) RETIREMENT PLAN | BEARDEN AR | 583 | $19.1M | $133K |
| 3 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN |
COLUMBUS OH |
| 16,511 |
| $841.3M |
| $42K |