Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments** Fidelity Intermediate Treasury Bond Index Fund in their Schedule of Assets, totaling $528K 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 | CENTIVO CORPORATION CENTIVO CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 327 | $11.5M | $131K |
| 2 | GREEN HASSON & JANKS LLP GHJ 401(K) RETIREMENT PLAN | LOS ANGELES CA | 234 | $47.2M | $114K |
| 3 | AARONSON RAPPAPORT FEINSTEIN & DEUTSCH, LLP AARONSON, RAPPAPORT, FEINSTEIN & DEUTSCH, LLP 401(K) PLAN |
NEW YORK NY |
| 121 |
| $29.3M |
| $77K |
| 4 | C & J INDUSTRIES, INC. C & J INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | MEADVILLE PA | 271 | $14.4M | $67K |
| 5 | TIZ, INC PROVI 401(K) PLAN | CHICAGO IL | 175 | $12.1M | $56K |
| 6 | KEYSTONE AGENCY PARTNERS LLC KEYSTONE AGENCY PARTNERS 401(K) PLAN | HARRISBURG PA | 1,757 | $88.5M | $35K |
| 7 | ALTERN MARKETING, LLC GOLDEN HIPPO RETIREMENT PLAN | WOODLAND HILLS CA | 1,611 | $40.9M | $27K |
| 8 | SUNRISE COAL, LLC SUNRISE COAL, LLC 401(K) PROFIT SHARING PLAN | TERRE HAUTE IN | 611 | $52.3M | $18K |
| 9 | COAST CENTRAL CREDIT UNION COAST CENTRAL CREDIT UNION EMPLOYEE RETIREMENT PLAN | EUREKA CA | 218 | $39.5M | $3K |
