Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding Fidelity investments Fidelity Total Bond Fund in their Schedule of Assets, totaling $140.7M 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 | QUANTA SERVICES INC. QUANTA SERVICES, INC. 401(K) SAVINGS PLAN | HOUSTON TX | 45,713 | $2.2B | $89.3M |
| 2 | MH SUB I LLC MH SUB I, LLC 401(K) PLAN | EL SEGUNDO CA | 4,909 | $808.3M | $11.7M |
| 3 | AEES, INC. PKC GROUP 401(K) SAVINGS & PROFIT SHARING PLAN |
FARMINGTON HILLS MI |
| 197 |
| $53.5M |
| $3.6M |
| 4 | NIAGARA BOTTLING, LLC NIAGARA WATER RETIREMENT PLAN | DIAMOND BAR CA | 7,947 | $272.3M | $2.8M |
| 5 | BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP 401K RETIREMENT SAVINGS PLAN | BOSTON MA | 763 | $69.8M | $2.2M |
| 6 | CNB BANK CNB BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | CLEARFIELD PA | 789 | $96.9M | $2.1M |
| 7 | WEBER-STEPHEN PRODUCTS LLC THE WEBER-STEPHEN PRODUCTS LLC 401(K) INCENTIVE SAVINGS PLAN | PALATINE IL | 1,127 | $119.2M | $2.0M |
| 8 | UNIVERSAL ELECTRONICS, INC. UNIVERSAL ELECTRONICS, INC. 401(K) AND PROFIT SHARING PLAN | SCOTTSDALE AZ | 162 | $68.0M | $1.8M |
| 9 | KYOWA KIRIN, INC. KYOWA KIRIN 401(K) RETIREMENT PLAN | PRINCETON NJ | 833 | $142.9M | $1.7M |
| 10 | AMERICAN FOREST & PAPER ASSOCIATION, INC. AMERICAN FOREST & PAPER ASSOCIATION, INC. SAVINGS PLAN | WASHINGTON DC | 108 | $64.8M | $1.3M |
