Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Investments.............. Fidelity Total Bond in their Schedule of Assets, totaling $12.8M 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 | TIDEWATER BARGE LINES, INC. TIDEWATER 401(K) PLAN | VANCOUVER WA | 253 | $74.3M | $3.5M |
| 2 | KALITTA AIR, LLC KALITTA COMPANIES 401(K) SAVINGS PLAN | YPSILANTI MI | 3,783 | $340.8M | $2.9M |
| 3 | INDUSTRIAL BANK INDUSTRIAL BANK 401(K) PROFIT SHARING PLAN |
LARGO MD |
| 142 |
| $16.3M |
| $1.3M |
| 4 | PRIMEX INC. PRIMEX, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN AND TRUST | LAKE GENEVA WI | 108 | $25.7M | $1.2M |
| 5 | JAS. D. EASTON, INC. JAS. D. EASTON 401(K) / PROFIT SHARING PLAN | SALT LAKE CITY UT | 492 | $56.4M | $1.2M |
| 6 | KYMERA INTERNATIONAL KYMERA INTERNATIONAL 401(K) PLAN | DURHAM NC | 579 | $32.5M | $681K |
| 7 | DICK BLICK HOLDINGS, INC. DICK BLICK PROFIT SHARING PLAN | HIGHLAND PARK IL | 1,683 | $102.1M | $647K |
| 8 | ROBINSON INDUSTRIES, INC. ROBINSON INDUSTRIES EMPLOYEE 401(K) PLAN | COLEMAN MI | 158 | $15.2M | $371K |
| 9 | AWANA CLUBS INTERNATIONAL AWANA 401(K) SAVINGS PLAN | ST CHARLES IL | 166 | $14.5M | $237K |
| 10 | XANEDU PUBLISHING, INC. XANEDU PUBLISHING RETIREMENT PLAN | ANN ARBOR MI | 105 | $17.0M | $205K |
