Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Investments* Fidelity Investment Grade Bond Fund in their Schedule of Assets, totaling $19.4M 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 | UTZ QUALITY FOODS, LLC UTZ QUALITY FOODS, LLC PROFIT SHARING/401(K) PLAN | HANOVER PA | 3,057 | $274.5M | $7.0M |
| 2 | RED GOLD, INC. RED GOLD, INC. 401(K) PROFIT SHARING PLAN | ELWOOD IN | 1,502 | $162.4M | $5.5M |
| 3 | RUSSEL METALS INC. RUSSEL METALS INC. U.S. RETIREMENT SAVINGS PLAN |
APPLETON WI |
| 1,405 |
| $118.4M |
| $2.0M |
| 4 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $1.4M |
| 5 | M & H ENTERPRISES, INC. M & H ENTERPRISES, INC. 401(K) PLAN | SPRING TX | 94 | $26.5M | $1.1M |
| 6 | PEMBINA US CORPORATION PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN | HOUSTON TX | 268 | $68.3M | $903K |
| 7 | PEMBINA US CORPORATION PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN | HOUSTON TX | 213 | $54.3M | $807K |
| 8 | SOUTHGATE AUTOMOTIVE, INC. SOUTHGATE AUTOMOTIVE, INC. 401(K) PLAN & TRUST | SOUTHGATE MI | 154 | $15.9M | $301K |
| 9 | IWM INTERNATIONAL, LLC IWM INTERNATIONAL RETIREMENT SAVINGS PLAN | HANOVER PA | 197 | $11.9M | $188K |
| 10 | K-SOLV, LP K SOLV 401(K) PLAN | HOUSTON TX | 372 | $20.4M | $110K |
